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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-06-17
TX RA APPROVED 2026-06-15
  • UT RA
    APPROVED
    Since 2026-06-17
  • TX RA
    APPROVED
    Since 2026-06-15

Branch Locations

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

West Valley, 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
Jordan River Insurance West Jordan UT 10/2016 11/2016
Zara Murray UT 06/2018 08/2018
Fidelity Investments Salt Lake City UT 10/2025 Present
Yuteai Llc Sandy UT 08/2019 01/2021
University Of Utah Salt Lake City UT 07/2016 07/2024
Nordstrom Murray UT 06/2019 10/2025
Target Cottonwood Heights UT 04/2019 05/2019
Domino'S Murray UT 01/2017 08/2018
  • 10/2016 → 11/2016
    Jordan River Insurance
    West Jordan, UT
  • 06/2018 → 08/2018
    Zara
    Murray, UT
  • 10/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2019 → 01/2021
    Yuteai Llc
    Sandy, UT
  • 07/2016 → 07/2024
    University Of Utah
    Salt Lake City, UT
  • 06/2019 → 10/2025
    Nordstrom
    Murray, UT
  • 04/2019 → 05/2019
    Target
    Cottonwood Heights, UT
  • 01/2017 → 08/2018
    Domino'S
    Murray, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-09
  • S66 Uniform Combined State Law Examination
    2026-06-09

View on SEC IAPD

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