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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-18
UT RA APPROVED 2026-02-18
  • TX RA
    APPROVED
    Since 2026-02-18
  • UT RA
    APPROVED
    Since 2026-02-18

Branch Locations

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

South Jordan, 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
Fidelity Investments Salt Lake City UT 09/2025 Present
Oakline Landscaping Herriman UT 03/2025 06/2025
Herriman High School Herriman UT 09/2015 02/2017
Southwest Airlines Salt Lake City UT 09/2019 09/2025
Exp Realty Herriman UT 11/2020 08/2022
Walmart Herriman UT 01/2019 09/2019
Mcdonalds Herriman UT 02/2017 10/2017
Swig Riverton UT 08/2018 01/2019
Sonic Drive-In Riverton UT 10/2017 08/2018
Apollos Pedigree Herriman UT 10/2024 02/2025
  • 09/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → 06/2025
    Oakline Landscaping
    Herriman, UT
  • 09/2015 → 02/2017
    Herriman High School
    Herriman, UT
  • 09/2019 → 09/2025
    Southwest Airlines
    Salt Lake City, UT
  • 11/2020 → 08/2022
    Exp Realty
    Herriman, UT
  • 01/2019 → 09/2019
    Walmart
    Herriman, UT
  • 02/2017 → 10/2017
    Mcdonalds
    Herriman, UT
  • 08/2018 → 01/2019
    Swig
    Riverton, UT
  • 10/2017 → 08/2018
    Sonic Drive-In
    Riverton, UT
  • 10/2024 → 02/2025
    Apollos Pedigree
    Herriman, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-10
  • S66 Uniform Combined State Law Examination
    2026-02-10

View on SEC IAPD

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