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190 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-13 |
| UT | RA | APPROVED | 2026-04-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 06/2014 | 02/2026 |
| Fidelity Personal And Workplace Advisors | Salt Lake City | UT | 07/2018 | 03/2025 |
| Strategic Planning Group | Bountiful | UT | 02/2026 | Present |
| Strategic Planning Group | Bountiful | UT | 04/2026 | Present |
| Strategic Advisers Llc | Salt Lake City | UT | 03/2025 | 02/2026 |
| Strategic Advisers Llc | Salt Lake City | UT | 08/2015 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-02 |
| S66 | Uniform Combined State Law Examination | 2015-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-21 |
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