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Yerik Valbuena

Strategic Advisers LLC

Salt Lake City, UT

West Valley 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 2026-01-21
TX RA APPROVED 2026-01-20
  • UT RA
    APPROVED
    Since 2026-01-21
  • TX RA
    APPROVED
    Since 2026-01-20

Branch Locations

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

West Valley City, 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
Mo'BEttahs Murray UT 01/2020 05/2020
D.DAhle Mazda Murray Murray UT 12/2020 04/2022
American Home Care System/Kirby Distributor North Ogden UT 05/2020 12/2020
Unemployed West Jordan UT 01/2015 01/2018
Fidelity Investments Salt Lake City UT 09/2025 Present
Utah Foods Services Salt Lake City UT 01/2018 01/2020
Tim Dahle Mazda Murray Murray UT 04/2022 09/2025
  • 01/2020 → 05/2020
    Mo'BEttahs
    Murray, UT
  • 12/2020 → 04/2022
    D.DAhle Mazda Murray
    Murray, UT
  • 05/2020 → 12/2020
    American Home Care System/Kirby Distributor
    North Ogden, UT
  • 01/2015 → 01/2018
    Unemployed
    West Jordan, UT
  • 09/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 01/2018 → 01/2020
    Utah Foods Services
    Salt Lake City, UT
  • 04/2022 → 09/2025
    Tim Dahle Mazda Murray
    Murray, UT
Other Businesses

OBA-123464|OrgNmn:Rae's Bouquets llc |Org Addr:West Jorda,Utah,US|OBA Nature:Nail Services and Floral bouqu|Invst Rel:N|Title:Registered Agent |Duties:Registered Agent |StrtDt:03-01-25|TotHrs/mon:1|TrdHrs/mon:0|OBA-123298|OrgNmn:High-fly Ltd. LLC|Org Addr:west Jorda,Utah,US|OBA Nature:Ecommerce Dropshipping and clo|Invst Rel:N|Title:Sole Proprietor|Duties:Owner/operator|StrtDt:07-28-25|TotHrs/mon:25|TrdHrs/mon:0|OBA-123300|OrgNmn:Turo|Org Addr:west Jorda,Utah,US|OBA Nature:Personal Car Rental |Invst Rel:N|Title:Sole Proprietor|Duties:picking up vehicle, washing vehicle, delivering vehicle |StrtDt:03-12-25|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-14
  • S66 Uniform Combined State Law Examination
    2026-01-14
Other Names
  • Yerik Valbuena
  • Jerik Valbuena
  • Yerik Valbuena Sanchez

View on SEC IAPD

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