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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-03-04
TX RA APPROVED 2026-03-03
  • UT RA
    APPROVED
    Since 2026-03-04
  • TX RA
    APPROVED
    Since 2026-03-03

Branch Locations

Pleasant Grove, 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
Volkswagen Of Layton Layton UT 04/2020 01/2021
Morty'S Car Wash South Weber UT 08/2024 01/2025
The Church Of Jesus Christ Of Latter-Day Saints Salt Lake City UT 10/2018 04/2020
Goldenwest Credit Union Ogden UT 01/2021 04/2022
Mortys Car Wash South Weber UT 04/2022 05/2023
Morgan High School Morgan UT 08/2014 06/2018
Tab Bank Ogden UT 05/2023 06/2024
Fidelity Investments Salt Lake City UT 06/2024 08/2024
Greenkeepers Lawn Care Farr West UT 06/2018 08/2018
Bearnson Woodworks Mountain Green UT 08/2018 10/2018
Fidelity Investments Salt Lake City UT 01/2025 Present
  • 04/2020 → 01/2021
    Volkswagen Of Layton
    Layton, UT
  • 08/2024 → 01/2025
    Morty'S Car Wash
    South Weber, UT
  • 10/2018 → 04/2020
    The Church Of Jesus Christ Of Latter-Day Saints
    Salt Lake City, UT
  • 01/2021 → 04/2022
    Goldenwest Credit Union
    Ogden, UT
  • 04/2022 → 05/2023
    Mortys Car Wash
    South Weber, UT
  • 08/2014 → 06/2018
    Morgan High School
    Morgan, UT
  • 05/2023 → 06/2024
    Tab Bank
    Ogden, UT
  • 06/2024 → 08/2024
    Fidelity Investments
    Salt Lake City, UT
  • 06/2018 → 08/2018
    Greenkeepers Lawn Care
    Farr West, UT
  • 08/2018 → 10/2018
    Bearnson Woodworks
    Mountain Green, UT
  • 01/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-02
S63 Uniform Securities Agent State Law Examination 2025-05-02
  • S66 Uniform Combined State Law Examination
    2026-03-02
  • S63 Uniform Securities Agent State Law Examination
    2025-05-02

View on SEC IAPD

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