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R Joshua Richens

Strategic Advisers LLC

Bountiful, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bountiful, 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
Liberty Hills Academy Bountiful UT 05/2014 02/2019
Jetblue Cottonwood Heights UT 04/2016 03/2019
Fedex North Salt Lake City UT 11/2018 12/2018
Davis Education Enrichment Resource Layton UT 05/2018 03/2019
Fidelity Brokerage Services, Llc Salt Lake City UT 03/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2014 → 02/2019
    Liberty Hills Academy
    Bountiful, UT
  • 04/2016 → 03/2019
    Jetblue
    Cottonwood Heights, UT
  • 11/2018 → 12/2018
    Fedex
    North Salt Lake City, UT
  • 05/2018 → 03/2019
    Davis Education Enrichment Resource
    Layton, UT
  • 03/2019 → Present
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-03-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2012-09-27 → 2014-05-12
    Strategic Advisers Llc
    Salt Lake City, UT
Other Businesses

OBA-12726|OrgNmn:Jetblue|Org Addr:Cottonwood,Utah,US|OBA Nature:Airline|Invst Rel:N|Title:Bilingual Peer Success Crewmember|Duties:Customer Service, booking reservations, taking escalations|StrtDt:04-07-16|TotHrs/mon:80|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-14
S63 Uniform Securities Agent State Law Examination 2019-05-03
  • S66 Uniform Combined State Law Examination
    2020-02-14
  • S63 Uniform Securities Agent State Law Examination
    2019-05-03
Other Names
  • Richens J Richens
  • R. Joshua Richens
  • Joshua Richens
  • Raymond Joshua Richens
  • Raymond Richens
  • R Joshua Joshua Richens

View on SEC IAPD

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