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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-01
UT RA APPROVED 2025-08-01
  • TX RA
    APPROVED
    Since 2025-08-01
  • UT RA
    APPROVED
    Since 2025-08-01

Branch Locations

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

North Salt Lake, 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
Full Time Education Albuquerque NM 08/2015 07/2017
Charlotte Rouses New Mexico NM 07/2018 02/2019
Fidelity Investments Salt Lake City UT 07/2022 Present
Charming Charlies New Mexico NM 07/2017 10/2019
Ulta Beauty New Mexico NM 02/2022 06/2022
Ulta Beauty New Mexico NM 07/2017 06/2022
Unemployed Rio Rancho NM 06/2022 07/2022
  • 08/2015 → 07/2017
    Full Time Education
    Albuquerque, NM
  • 07/2018 → 02/2019
    Charlotte Rouses
    New Mexico, NM
  • 07/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 07/2017 → 10/2019
    Charming Charlies
    New Mexico, NM
  • 02/2022 → 06/2022
    Ulta Beauty
    New Mexico, NM
  • 07/2017 → 06/2022
    Ulta Beauty
    New Mexico, NM
  • 06/2022 → 07/2022
    Unemployed
    Rio Rancho, NM
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-28
  • S66 Uniform Combined State Law Examination
    2025-07-28

View on SEC IAPD

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