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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-29
UT RA APPROVED 2025-10-29
  • TX RA
    APPROVED
    Since 2025-10-29
  • UT RA
    APPROVED
    Since 2025-10-29

Branch Locations

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

Orem, 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
Tile Ram Alpine UT 06/2022 09/2022
Unemployed Cedar Hills UT 06/2023 08/2023
Brigham Young University Provo UT 08/2023 05/2024
Central Trade & Transfer Pleasant Grove UT 05/2021 07/2021
Unemployed Cedar Hills UT 08/2008 08/2018
Utah Valley Orem UT 08/2018 05/2019
College Of Southern Idaho Twin Falls ID 08/2019 05/2021
University Of California San Diego La Jolla CA 09/2021 06/2023
Unemployed Cedar Hills UT 07/2021 09/2021
Unemployed Cedar Hills UT 05/2024 07/2024
Harmons Grocery Store Lehi UT 01/2019 08/2019
Fidelity Investments Salt Lake City UT 08/2024 Present
  • 06/2022 → 09/2022
    Tile Ram
    Alpine, UT
  • 06/2023 → 08/2023
    Unemployed
    Cedar Hills, UT
  • 08/2023 → 05/2024
    Brigham Young University
    Provo, UT
  • 05/2021 → 07/2021
    Central Trade & Transfer
    Pleasant Grove, UT
  • 08/2008 → 08/2018
    Unemployed
    Cedar Hills, UT
  • 08/2018 → 05/2019
    Utah Valley
    Orem, UT
  • 08/2019 → 05/2021
    College Of Southern Idaho
    Twin Falls, ID
  • 09/2021 → 06/2023
    University Of California San Diego
    La Jolla, CA
  • 07/2021 → 09/2021
    Unemployed
    Cedar Hills, UT
  • 05/2024 → 07/2024
    Unemployed
    Cedar Hills, UT
  • 01/2019 → 08/2019
    Harmons Grocery Store
    Lehi, UT
  • 08/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-27
S63 Uniform Securities Agent State Law Examination 2024-11-22
  • S66 Uniform Combined State Law Examination
    2025-10-27
  • S63 Uniform Securities Agent State Law Examination
    2024-11-22

View on SEC IAPD

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