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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-04
UT RA APPROVED 2026-06-04
  • TX RA
    APPROVED
    Since 2026-06-04
  • UT RA
    APPROVED
    Since 2026-06-04

Branch Locations

Clearfield, 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
Pleasant View Recreation Pleasant View UT 01/2015 05/2018
Perx Pest Control Boise ID 05/2018 08/2018
University Of Utah Athletics Salt Lake City UT 09/2018 04/2019
Veterans First Mortgage Salt Lake City UT 01/2019 10/2021
Fidelity Investments American Fork UT 10/2021 Present
  • 01/2015 → 05/2018
    Pleasant View Recreation
    Pleasant View, UT
  • 05/2018 → 08/2018
    Perx Pest Control
    Boise, ID
  • 09/2018 → 04/2019
    University Of Utah Athletics
    Salt Lake City, UT
  • 01/2019 → 10/2021
    Veterans First Mortgage
    Salt Lake City, UT
  • 10/2021 → Present
    Fidelity Investments
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-29
S63 Uniform Securities Agent State Law Examination 2022-10-24
  • S66 Uniform Combined State Law Examination
    2026-05-29
  • S63 Uniform Securities Agent State Law Examination
    2022-10-24

View on SEC IAPD

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