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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-15
UT RA APPROVED 2026-02-10
  • TX RA
    APPROVED
    Since 2026-07-15
  • UT RA
    APPROVED
    Since 2026-02-10

Branch Locations

Fruit Heights, UT • United States

279 West South Temple, Salt Lake City, UT 84101-1333 • 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
Oakridge Country Club Farmington UT 04/2022 07/2025
Fidelity Investments Salt Lake City UT 09/2025 Present
Unemployed Pleasant View UT 02/2014 04/2022
Weber State University Ogden UT 04/2022 09/2025
  • 04/2022 → 07/2025
    Oakridge Country Club
    Farmington, UT
  • 09/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 02/2014 → 04/2022
    Unemployed
    Pleasant View, UT
  • 04/2022 → 09/2025
    Weber State University
    Ogden, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-14
  • S66 Uniform Combined State Law Examination
    2026-01-14
Other Names
  • Court Henderson

View on SEC IAPD

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