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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-09
UT RA APPROVED 2026-07-09
  • TX RA
    APPROVED
    Since 2026-07-09
  • UT RA
    APPROVED
    Since 2026-07-09

Branch Locations

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

Stansbury Park, 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
Professor Sterling Bone Logan UT 12/2021 06/2022
Unemployeed Draper UT 04/2024 08/2024
Grifols Plasma Center Logan UT 01/2020 08/2021
My Wealth Foundations/ Global View Capital Advisors Draper UT 08/2024 10/2024
Fidelity Investments Salt Lake City UT 01/2025 Present
Unemployed Boise ID 10/2017 01/2018
Keyence Corp. Of America Salt Lake City UT 01/2023 04/2024
Professor Sterling Bone Logan UT 08/2022 01/2023
Usu Athletics Logan UT 08/2021 12/2021
The Church Of Jesus Christ Of Later-Day Saints Perth 12/2015 10/2017
Food Truck Loader Logan UT 01/2018 12/2018
Unemployed Tooele UT 10/2024 01/2025
General Mills Dallas TX 06/2022 08/2022
Grifols Plasma Center Provo UT 12/2018 01/2020
  • 12/2021 → 06/2022
    Professor Sterling Bone
    Logan, UT
  • 04/2024 → 08/2024
    Unemployeed
    Draper, UT
  • 01/2020 → 08/2021
    Grifols Plasma Center
    Logan, UT
  • 08/2024 → 10/2024
    My Wealth Foundations/ Global View Capital Advisors
    Draper, UT
  • 01/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 10/2017 → 01/2018
    Unemployed
    Boise, ID
  • 01/2023 → 04/2024
    Keyence Corp. Of America
    Salt Lake City, UT
  • 08/2022 → 01/2023
    Professor Sterling Bone
    Logan, UT
  • 08/2021 → 12/2021
    Usu Athletics
    Logan, UT
  • 12/2015 → 10/2017
    The Church Of Jesus Christ Of Later-Day Saints
    Perth
  • 01/2018 → 12/2018
    Food Truck Loader
    Logan, UT
  • 10/2024 → 01/2025
    Unemployed
    Tooele, UT
  • 06/2022 → 08/2022
    General Mills
    Dallas, TX
  • 12/2018 → 01/2020
    Grifols Plasma Center
    Provo, UT
Other Businesses

OBA-116211|OrgNmn:Bucked Up Energy|Org Addr:American F,Utah,US|OBA Nature:I promote said brand vai talki|Invst Rel:N|Title:Ambassador|Duties:none|StrtDt:08-01-24|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-30
S63 Uniform Securities Agent State Law Examination 2025-05-19
  • S66 Uniform Combined State Law Examination
    2026-06-30
  • S63 Uniform Securities Agent State Law Examination
    2025-05-19
Other Names
  • Matthew Nelson

View on SEC IAPD

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