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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

South Jordan, 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
Intermountain Murray UT 06/2018 12/2019
Fidelity Investments Salt Lake City UT 05/2025 Present
Apollo Burger Taylorsville UT 08/2017 06/2018
Get Air Salt Lake City UT 12/2016 02/2017
Allergy Associates Of Utah West Jordan UT 12/2019 06/2020
Target West Jordan UT 07/2016 12/2016
Ent Center Riverton UT 06/2020 05/2025
The Old Spaghetti Factory Taylorsville UT 02/2017 08/2017
  • 06/2018 → 12/2019
    Intermountain
    Murray, UT
  • 05/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2017 → 06/2018
    Apollo Burger
    Taylorsville, UT
  • 12/2016 → 02/2017
    Get Air
    Salt Lake City, UT
  • 12/2019 → 06/2020
    Allergy Associates Of Utah
    West Jordan, UT
  • 07/2016 → 12/2016
    Target
    West Jordan, UT
  • 06/2020 → 05/2025
    Ent Center
    Riverton, UT
  • 02/2017 → 08/2017
    The Old Spaghetti Factory
    Taylorsville, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-30
S63 Uniform Securities Agent State Law Examination 2025-08-20
  • S66 Uniform Combined State Law Examination
    2026-06-30
  • S63 Uniform Securities Agent State Law Examination
    2025-08-20

View on SEC IAPD

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