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Connor Patterson

Strategic Advisers LLC

Salt Lake City, UT

Cedar Hills, 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 2025-10-03
UT RA APPROVED 2025-10-03
  • TX RA
    APPROVED
    Since 2025-10-03
  • UT RA
    APPROVED
    Since 2025-10-03

Branch Locations

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

Cedar Hills, 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 Investments Salt Lake City UT 06/2025 Present
Marcos Pizza Cedar Hills UT 07/2017 06/2018
Frontier Communications Lindon UT 05/2016 07/2017
Fbl Financial Group West Des Moines IA 12/2024 04/2025
Fbl Marketing Services, Llc West Des Moines IA 01/2025 04/2025
Capital Energy Draper UT 06/2023 05/2024
Glacier Hospitality Llc Lehi UT 10/2020 06/2023
Coordinated Insurance Sandy UT 03/2025 06/2025
Globe Life Family Heritage Division Lehi UT 05/2024 12/2024
Glacier Hospitality Llc Lehi UT 06/2018 02/2019
Western States Lodging And Management Lehi UT 02/2019 10/2020
  • 06/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 07/2017 → 06/2018
    Marcos Pizza
    Cedar Hills, UT
  • 05/2016 → 07/2017
    Frontier Communications
    Lindon, UT
  • 12/2024 → 04/2025
    Fbl Financial Group
    West Des Moines, IA
  • 01/2025 → 04/2025
    Fbl Marketing Services, Llc
    West Des Moines, IA
  • 06/2023 → 05/2024
    Capital Energy
    Draper, UT
  • 10/2020 → 06/2023
    Glacier Hospitality Llc
    Lehi, UT
  • 03/2025 → 06/2025
    Coordinated Insurance
    Sandy, UT
  • 05/2024 → 12/2024
    Globe Life Family Heritage Division
    Lehi, UT
  • 06/2018 → 02/2019
    Glacier Hospitality Llc
    Lehi, UT
  • 02/2019 → 10/2020
    Western States Lodging And Management
    Lehi, UT
Other Businesses

OBA-120047|OrgNmn:Pulse Home Technology|Org Addr:Cedar Hill,Utah,US|OBA Nature:LLC|Invst Rel:N|Title:Partner|Duties:Co-founder, head of networking|StrtDt:|TotHrs/mon:8|TrdHrs/mon:8|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-26
  • S66 Uniform Combined State Law Examination
    2025-09-26
Other Names
  • Connor Aric Patterson
  • Connor Patterson

View on SEC IAPD

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Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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