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Hal H Harper

Strategic Advisers LLC

Riverton, 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
TX RA APPROVED_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Riverton, 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
Fidelity Brokerage Services, Llc American Fork UT 11/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → Present
    Fidelity Brokerage Services, Llc
    American Fork, UT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Salt Lake City, UT
    Riverton, UT
  • 2016-01-07 → 2018-07-13
    Strategic Advisers Llc
    American Fork, UT
    Salt Lake City, UT
  • 2013-11-18 → 2015-08-17
    Usaa Financial Planning Services
    Phoenix, AZ
  • 2013-05-09 → 2013-08-26
    Edward Jones
    St Louis, MO
    Sun City, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-26
  • S66 Uniform Combined State Law Examination
    2013-04-26
Other Names
  • Hal H Harper
  • Hal Harper

View on SEC IAPD

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