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Kyle Jeppsen Francis

Strategic Advisers LLC

Lindon, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-04
UT RA APPROVED 2025-09-04
  • TX RA
    APPROVED
    Since 2025-09-04
  • UT RA
    APPROVED
    Since 2025-09-04

Branch Locations

Lindon, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Qualtrics Provo UT 08/2014 04/2021
Fidelity Investments Salt Lake City UT 09/2024 Present
Qualtrics Provo UT 04/2021 03/2024
Unemployed Lindon UT 03/2024 09/2024
  • 08/2014 → 04/2021
    Qualtrics
    Provo, UT
  • 09/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 04/2021 → 03/2024
    Qualtrics
    Provo, UT
  • 03/2024 → 09/2024
    Unemployed
    Lindon, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-28
S63 Uniform Securities Agent State Law Examination 2024-12-02
  • S66 Uniform Combined State Law Examination
    2025-08-28
  • S63 Uniform Securities Agent State Law Examination
    2024-12-02
Other Names
  • Kyle Francis

View on SEC IAPD

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