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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Salt Lake City, 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
Specialized Manufacturing Draper UT 11/2017 08/2018
Vivint Smarthome Salt Lake City UT 05/2019 09/2019
The Melting Pot Salt Lake City UT 11/2019 04/2020
Inland Technology Inc. Salt Lake City UT 11/2020 04/2021
Fat Jack's Burger Emporium Salt Lake City UT 07/2021 09/2021
The Old Spaghetti Factory Salt Lake City UT 11/2021 01/2022
Aubrey And Associates Realty Salt Lake City UT 06/2020 03/2022
Unemployed Draper UT 01/2012 11/2017
Unemployed Salt Lake City UT 08/2018 05/2019
Fidelity Investments Salt Lake City UT 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2017 → 08/2018
    Specialized Manufacturing
    Draper, UT
  • 05/2019 → 09/2019
    Vivint Smarthome
    Salt Lake City, UT
  • 11/2019 → 04/2020
    The Melting Pot
    Salt Lake City, UT
  • 11/2020 → 04/2021
    Inland Technology Inc.
    Salt Lake City, UT
  • 07/2021 → 09/2021
    Fat Jack's Burger Emporium
    Salt Lake City, UT
  • 11/2021 → 01/2022
    The Old Spaghetti Factory
    Salt Lake City, UT
  • 06/2020 → 03/2022
    Aubrey And Associates Realty
    Salt Lake City, UT
  • 01/2012 → 11/2017
    Unemployed
    Draper, UT
  • 08/2018 → 05/2019
    Unemployed
    Salt Lake City, UT
  • 03/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-67446|OrgNmn:Aubrey and Associates Realty|Org Addr:Salt Lake ,Utah,US|OBA Nature:Aubrey and Associates is a rea|Invst Rel:Y|Title:Independent Contractor|Duties:No on going duties or obligations.|StrtDt:03-25-22|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-26
  • S66 Uniform Combined State Law Examination
    2022-07-26

View on SEC IAPD

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