Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

West Jordan, UT • 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 American Fork UT 11/2021 Present
Healthequity Draper UT 11/2018 09/2021
Bed, Bath & Beyond Layton UT 05/2018 11/2018
Rc Willey Salt Lake City UT 01/2018 05/2018
Wingfoot Services Layton UT 07/2018 10/2018
The Church Of Jesus Christ Of Latter Day Saints Sutton Coldfield 10/2015 12/2017
Airbnb Murray UT 11/2020 11/2021
Connexion Point Sandy UT 10/2018 11/2018
Fta Transport West Valley City UT 04/2018 05/2018
Nexeo West Jordan UT 10/2018 10/2018
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → Present
    Fidelity Investments
    American Fork, UT
  • 11/2018 → 09/2021
    Healthequity
    Draper, UT
  • 05/2018 → 11/2018
    Bed, Bath & Beyond
    Layton, UT
  • 01/2018 → 05/2018
    Rc Willey
    Salt Lake City, UT
  • 07/2018 → 10/2018
    Wingfoot Services
    Layton, UT
  • 10/2015 → 12/2017
    The Church Of Jesus Christ Of Latter Day Saints
    Sutton Coldfield
  • 11/2020 → 11/2021
    Airbnb
    Murray, UT
  • 10/2018 → 11/2018
    Connexion Point
    Sandy, UT
  • 04/2018 → 05/2018
    Fta Transport
    West Valley City, UT
  • 10/2018 → 10/2018
    Nexeo
    West Jordan, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-16
S63 Uniform Securities Agent State Law Examination 2022-08-19
  • S66 Uniform Combined State Law Examination
    2023-05-16
  • S63 Uniform Securities Agent State Law Examination
    2022-08-19

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor