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Joshua Daniel Peterson

Strategic Advisers LLC

North Salt Lake, 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
UT RA APPROVED 2025-09-12
TX RA APPROVED 2025-09-11
  • UT RA
    APPROVED
    Since 2025-09-12
  • TX RA
    APPROVED
    Since 2025-09-11

Branch Locations

North Salt Lake, 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
West Bountiful City West Bountiful UT 07/2020 08/2020
Fidelity Investments Salt Lake City UT 01/2025 Present
High School Bountiful UT 01/2015 04/2018
Bloks Llc Lehi UT 08/2020 02/2022
Lds Mission Rostov Na Donu UT 07/2018 07/2020
Jms Labor Inc. Bountiful UT 02/2022 10/2024
Day One Deliveries Llc North Salt Lake UT 11/2024 01/2025
West Bountiful City West Bountiful UT 04/2018 07/2018
  • 07/2020 → 08/2020
    West Bountiful City
    West Bountiful, UT
  • 01/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 01/2015 → 04/2018
    High School
    Bountiful, UT
  • 08/2020 → 02/2022
    Bloks Llc
    Lehi, UT
  • 07/2018 → 07/2020
    Lds Mission
    Rostov Na Donu, UT
  • 02/2022 → 10/2024
    Jms Labor Inc.
    Bountiful, UT
  • 11/2024 → 01/2025
    Day One Deliveries Llc
    North Salt Lake, UT
  • 04/2018 → 07/2018
    West Bountiful City
    West Bountiful, UT
Other Businesses

OBA-121889|OrgNmn:DoorDash|Org Addr:Bountiful,Utah,US|OBA Nature:I occasionally work as an inde|Invst Rel:N|Title:Independent Contractor|Duties:Pick up and deliver items usign the DoorDash app. Work is done independently, outside Fidelity hours, with no client interaction.|StrtDt:01-01-21|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-08
  • S66 Uniform Combined State Law Examination
    2025-09-08
Other Names
  • Joshua Peterson

View on SEC IAPD

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