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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-24
UT RA APPROVED 2026-03-24
  • TX RA
    APPROVED
    Since 2026-03-24
  • UT RA
    APPROVED
    Since 2026-03-24

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
System Tech Idaho Falls ID 05/2014 08/2018
Weave Lehi UT 02/2021 09/2021
Unemployed Lehi UT 06/2022 09/2022
Smile Direct Club Nashville TN 09/2022 12/2023
Cellular Sales Orem UT 05/2019 01/2020
Carrus Lehi UT 01/2020 11/2020
Unemployed Lehi UT 11/2020 02/2021
At&T Idaho Falls ID 09/2018 05/2019
Fidelity Investments Salt Lake City UT 10/2025 Present
Sundae San Francisco CA 10/2021 06/2022
Bamboohr Draper UT 01/2024 01/2025
Unemployed Ogden UT 02/2025 09/2025
Brigham Young University Idaho Rexburg ID 08/2013 06/2018
  • 05/2014 → 08/2018
    System Tech
    Idaho Falls, ID
  • 02/2021 → 09/2021
    Weave
    Lehi, UT
  • 06/2022 → 09/2022
    Unemployed
    Lehi, UT
  • 09/2022 → 12/2023
    Smile Direct Club
    Nashville, TN
  • 05/2019 → 01/2020
    Cellular Sales
    Orem, UT
  • 01/2020 → 11/2020
    Carrus
    Lehi, UT
  • 11/2020 → 02/2021
    Unemployed
    Lehi, UT
  • 09/2018 → 05/2019
    At&T
    Idaho Falls, ID
  • 10/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 10/2021 → 06/2022
    Sundae
    San Francisco, CA
  • 01/2024 → 01/2025
    Bamboohr
    Draper, UT
  • 02/2025 → 09/2025
    Unemployed
    Ogden, UT
  • 08/2013 → 06/2018
    Brigham Young University Idaho
    Rexburg, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-16
  • S66 Uniform Combined State Law Examination
    2026-03-16

View on SEC IAPD

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