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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-05-08
TX RA APPROVED 2025-03-31
  • UT RA
    APPROVED
    Since 2025-05-08
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Eagle Mountain, UT • United States

3600 N Outlet Parkway Suite 400, Lehi, UT 84048-7365 • 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
Southern Utah University Cedar City UT 01/2016 04/2017
Snow College Ephraim UT 01/2018 12/2018
Quick Quack Car Wash Provo UT 06/2018 07/2018
Lazy S&K, Llc Lehi UT 04/2019 10/2019
Utah Valley University Orem UT 08/2019 08/2021
Asset Staffing Inc White Plains NY 12/2020 09/2021
Fidelity Investments Westlake TX 09/2021 Present
Unemployed Orem UT 05/2017 12/2017
Unemployed Orem UT 01/2019 03/2019
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 04/2017
    Southern Utah University
    Cedar City, UT
  • 01/2018 → 12/2018
    Snow College
    Ephraim, UT
  • 06/2018 → 07/2018
    Quick Quack Car Wash
    Provo, UT
  • 04/2019 → 10/2019
    Lazy S&K, Llc
    Lehi, UT
  • 08/2019 → 08/2021
    Utah Valley University
    Orem, UT
  • 12/2020 → 09/2021
    Asset Staffing Inc
    White Plains, NY
  • 09/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 05/2017 → 12/2017
    Unemployed
    Orem, UT
  • 01/2019 → 03/2019
    Unemployed
    Orem, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-29
S63 Uniform Securities Agent State Law Examination 2022-03-04
  • S66 Uniform Combined State Law Examination
    2022-09-29
  • S63 Uniform Securities Agent State Law Examination
    2022-03-04
Other Names
  • Robert Brayden Holker
  • Brayden Holker
  • Robert Holker

View on SEC IAPD

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