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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

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

Clinton, 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 Salt Lake City UT 04/2022 Present
Lyft Minneapolis MN 01/2021 04/2021
Ally Bank Shoreview MN 03/2020 01/2021
Lyft Minneapolis MN 10/2019 03/2020
Lyft Salt Lake City UT 04/2021 04/2022
Lyft Prescott AZ 06/2018 10/2019
Ibm Omaha NE 05/2015 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 04/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 01/2021 → 04/2021
    Lyft
    Minneapolis, MN
  • 03/2020 → 01/2021
    Ally Bank
    Shoreview, MN
  • 10/2019 → 03/2020
    Lyft
    Minneapolis, MN
  • 04/2021 → 04/2022
    Lyft
    Salt Lake City, UT
  • 06/2018 → 10/2019
    Lyft
    Prescott, AZ
  • 05/2015 → 06/2018
    Ibm
    Omaha, NE
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-12
S63 Uniform Securities Agent State Law Examination 2022-08-15
  • S66 Uniform Combined State Law Examination
    2023-10-12
  • S63 Uniform Securities Agent State Law Examination
    2022-08-15

View on SEC IAPD

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