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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-04-03
TX RA APPROVED 2025-03-31
  • MI RA
    APPROVED
    Since 2026-04-03
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Ann Arbor, MI • 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 05/2022 Present
Wintrust Financial Salt Lake City UT 06/2018 05/2022
Rumbi Island Grill Salt Lake City UT 11/2017 04/2018
Smiths Food And Drug Stores Portland OR 10/2017 11/2017
Npc International Pittsburg KS 07/2017 09/2017
Cj East Llc Boise ID 06/2016 06/2017
Hillcrest High School Midvale UT 08/2014 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 06/2018 → 05/2022
    Wintrust Financial
    Salt Lake City, UT
  • 11/2017 → 04/2018
    Rumbi Island Grill
    Salt Lake City, UT
  • 10/2017 → 11/2017
    Smiths Food And Drug Stores
    Portland, OR
  • 07/2017 → 09/2017
    Npc International
    Pittsburg, KS
  • 06/2016 → 06/2017
    Cj East Llc
    Boise, ID
  • 08/2014 → 06/2018
    Hillcrest High School
    Midvale, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-23
  • S66 Uniform Combined State Law Examination
    2022-09-23

View on SEC IAPD

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