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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Spanish Fork, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc American Fork UT 02/2019 Present
American Fork Police Department American Fork UT 06/2014 11/2019
Off Duty Services American Fork UT 11/2017 11/2019
Self Employed Spanish Fork UT 02/2014 11/2019
Self Employed Spanish Fork UT 11/2012 11/2019
Unlimited Designs Inc. Salt Lake City UT 04/2009 03/2019
Fidelity Investments Boston MA 03/2025 Present
  • 02/2019 → Present
    Fidelity Brokerage Services Llc
    American Fork, UT
  • 06/2014 → 11/2019
    American Fork Police Department
    American Fork, UT
  • 11/2017 → 11/2019
    Off Duty Services
    American Fork, UT
  • 02/2014 → 11/2019
    Self Employed
    Spanish Fork, UT
  • 11/2012 → 11/2019
    Self Employed
    Spanish Fork, UT
  • 04/2009 → 03/2019
    Unlimited Designs Inc.
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Other Businesses

OBA-14273|OrgNmn:Horse Wrangling|Org Addr:Spanish Fo,Utah,US|OBA Nature:Wrangling Horses for movie pro|Invst Rel:N|Title:Horse Wrangler|Duties:Handling horses and out riding for film and movie productions.|StrtDt:11-22-13|TotHrs/mon:10|TrdHrs/mon:0|OBA-14274|OrgNmn:Concealed carry classes|Org Addr:Spanish Fo,Utah,US|OBA Nature:Teaching Utah Concealed Firear|Invst Rel:N|Title:Concealed Firearm Instructor|Duties:Teach Utah concealed firearm law and firearm safety.|StrtDt:01-31-14|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-18
S63 Uniform Securities Agent State Law Examination 2020-02-14
  • S66 Uniform Combined State Law Examination
    2022-11-18
  • S63 Uniform Securities Agent State Law Examination
    2020-02-14
Other Names
  • Chase Derk Palfreyman
  • Chase Palfreyman

View on SEC IAPD

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