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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-06
UT RA APPROVED 2026-03-06
  • TX RA
    APPROVED
    Since 2026-03-06
  • UT RA
    APPROVED
    Since 2026-03-06

Branch Locations

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

Salt Lake 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
Black Bear Diner Logan UT 01/2021 02/2021
South Davis Rec Center West Bountiful UT 05/2019 09/2019
Harrison Mitsubishi Woods Cross UT 12/2017 06/2018
Bahama Bucks Woods Cross UT 09/2017 12/2017
South Davis Rec Center West Bountiful UT 05/2020 09/2020
Hug-Hes Cafe Centerville UT 09/2020 01/2021
California Packaging Woods Cross UT 09/2019 01/2020
Walmart Salt Lake City UT 07/2022 08/2022
Fedex Salt Lake City UT 07/2022 08/2022
Unemployed Salt Lake City UT 09/2021 12/2021
Doordash (1099) Salt Lake City UT 10/2016 09/2025
Lgcy Power Lehi UT 07/2021 09/2021
Unemployed Bountiful UT 10/2015 09/2017
Amazon Flex (1099) Salt Lake City UT 04/2023 09/2025
Unemployed Bountiful UT 01/2020 05/2020
Amazon Salt Lake City UT 09/2020 01/2021
Unemployed Bountiful UT 06/2018 05/2019
Level Nine Sports Woods Cross UT 12/2021 05/2022
Fidelity Investments Salt Lake City UT 10/2025 Present
Level Nine Sports Woods Cross UT 09/2022 06/2025
Costco Salt Lake City UT 08/2022 09/2022
Amazon Salt Lake City UT 06/2025 08/2025
Echo Global Logistics Park City UT 09/2025 10/2025
Hawx Pest Control Ogden UT 05/2022 06/2022
Unemployed Logan UT 02/2021 05/2021
Florida Clean Energy Salt Lake City UT 05/2021 06/2021
  • 01/2021 → 02/2021
    Black Bear Diner
    Logan, UT
  • 05/2019 → 09/2019
    South Davis Rec Center
    West Bountiful, UT
  • 12/2017 → 06/2018
    Harrison Mitsubishi
    Woods Cross, UT
  • 09/2017 → 12/2017
    Bahama Bucks
    Woods Cross, UT
  • 05/2020 → 09/2020
    South Davis Rec Center
    West Bountiful, UT
  • 09/2020 → 01/2021
    Hug-Hes Cafe
    Centerville, UT
  • 09/2019 → 01/2020
    California Packaging
    Woods Cross, UT
  • 07/2022 → 08/2022
    Walmart
    Salt Lake City, UT
  • 07/2022 → 08/2022
    Fedex
    Salt Lake City, UT
  • 09/2021 → 12/2021
    Unemployed
    Salt Lake City, UT
  • 10/2016 → 09/2025
    Doordash (1099)
    Salt Lake City, UT
  • 07/2021 → 09/2021
    Lgcy Power
    Lehi, UT
  • 10/2015 → 09/2017
    Unemployed
    Bountiful, UT
  • 04/2023 → 09/2025
    Amazon Flex (1099)
    Salt Lake City, UT
  • 01/2020 → 05/2020
    Unemployed
    Bountiful, UT
  • 09/2020 → 01/2021
    Amazon
    Salt Lake City, UT
  • 06/2018 → 05/2019
    Unemployed
    Bountiful, UT
  • 12/2021 → 05/2022
    Level Nine Sports
    Woods Cross, UT
  • 10/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 09/2022 → 06/2025
    Level Nine Sports
    Woods Cross, UT
  • 08/2022 → 09/2022
    Costco
    Salt Lake City, UT
  • 06/2025 → 08/2025
    Amazon
    Salt Lake City, UT
  • 09/2025 → 10/2025
    Echo Global Logistics
    Park City, UT
  • 05/2022 → 06/2022
    Hawx Pest Control
    Ogden, UT
  • 02/2021 → 05/2021
    Unemployed
    Logan, UT
  • 05/2021 → 06/2021
    Florida Clean Energy
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-02
  • S66 Uniform Combined State Law Examination
    2026-03-02

View on SEC IAPD

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