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Tasi Kaiea Duncan

Strategic Advisers LLC

Orem, 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 2025-05-28
UT RA APPROVED 2025-05-28
  • TX RA
    APPROVED
    Since 2025-05-28
  • UT RA
    APPROVED
    Since 2025-05-28

Branch Locations

Orem, 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 Investments Salt Lake City UT 11/2021 Present
Unemployed West Jordan UT 05/2021 11/2021
Aptive Environmental Orem UT 04/2021 05/2021
Unemployed West Jordan UT 03/2021 04/2021
Utah System Of Higher Education Salt Lake City UT 01/2020 03/2021
Unemployed West Jordan UT 08/2019 01/2020
Utah System Of Higher Education Salt Lake City UT 02/2017 08/2019
Unemployed West Jordan UT 10/2014 02/2017
University Of Utah Salt Lake City UT 09/2017 05/2021
Kansai Gaidai University Hirakata 09/2019 12/2019
  • 11/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 05/2021 → 11/2021
    Unemployed
    West Jordan, UT
  • 04/2021 → 05/2021
    Aptive Environmental
    Orem, UT
  • 03/2021 → 04/2021
    Unemployed
    West Jordan, UT
  • 01/2020 → 03/2021
    Utah System Of Higher Education
    Salt Lake City, UT
  • 08/2019 → 01/2020
    Unemployed
    West Jordan, UT
  • 02/2017 → 08/2019
    Utah System Of Higher Education
    Salt Lake City, UT
  • 10/2014 → 02/2017
    Unemployed
    West Jordan, UT
  • 09/2017 → 05/2021
    University Of Utah
    Salt Lake City, UT
  • 09/2019 → 12/2019
    Kansai Gaidai University
    Hirakata
Other Businesses

OBA-131020|OrgNmn:Embrace Beauty LLC|Org Addr:Lehi,Utah,US|OBA Nature:Offering salon suite rentals a|Invst Rel:N|Title:My wife is the LLC owner, but I w|Duties:Salon Renovations and Upkeep |StrtDt:10-17-25|TotHrs/mon:8|TrdHrs/mon:0|OBA-100722|OrgNmn:Kai Lifestyle LLC|Org Addr:Orem,Utah,US|OBA Nature:I sell physical products on Am|Invst Rel:N|Title:Ecommerce Seller|Duties:I purchase products at wholesale which I resell through Amazon's platform|StrtDt:06-27-23|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-24
S63 Uniform Securities Agent State Law Examination 2022-03-04
  • S66 Uniform Combined State Law Examination
    2025-05-24
  • S63 Uniform Securities Agent State Law Examination
    2022-03-04

View on SEC IAPD

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