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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1524 S. Lindbergh Boulevard, St. Louis, MO 63131-3513 • United States

Pacific, MO • 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
Mellor And Associates Pllc Draper UT 12/2021 06/2022
Forum Builders, Llc American Fork UT 08/2021 12/2021
Fidelity Investments Salt Lake City UT 06/2021 08/2021
Greenix Holdings Llc Orem UT 04/2021 06/2021
Brigham Young University Provo UT 11/2020 04/2021
Fidelity Investments Salt Lake City UT 06/2022 Present
Aptive Environmental, Llc Provo UT 04/2019 11/2020
Brigham Young University, Idaho Rexburg ID 05/2018 04/2019
Brigham Young University, Idaho Rexburg ID 01/2018 04/2019
Brigham Young University Provo UT 09/2019 04/2022
N/A Tigard OR 11/2017 12/2017
The Church Of Jesus Christ Of Latter Day Saints New York City NY 11/2015 11/2017
Fidelity Investments Boston MA 03/2025 Present
  • 12/2021 → 06/2022
    Mellor And Associates Pllc
    Draper, UT
  • 08/2021 → 12/2021
    Forum Builders, Llc
    American Fork, UT
  • 06/2021 → 08/2021
    Fidelity Investments
    Salt Lake City, UT
  • 04/2021 → 06/2021
    Greenix Holdings Llc
    Orem, UT
  • 11/2020 → 04/2021
    Brigham Young University
    Provo, UT
  • 06/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 04/2019 → 11/2020
    Aptive Environmental, Llc
    Provo, UT
  • 05/2018 → 04/2019
    Brigham Young University, Idaho
    Rexburg, ID
  • 01/2018 → 04/2019
    Brigham Young University, Idaho
    Rexburg, ID
  • 09/2019 → 04/2022
    Brigham Young University
    Provo, UT
  • 11/2017 → 12/2017
    N/A
    Tigard, OR
  • 11/2015 → 11/2017
    The Church Of Jesus Christ Of Latter Day Saints
    New York City, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    St. Louis, MO
Other Businesses

OBA-127427|OrgNmn:Westbrooke Designs LLC|Org Addr:Pacific,Missouri,US|OBA Nature:Hairstyling and Custom-Baked G|Invst Rel:N|Title:Partner|Duties:Respond to email inquiries about services my wife provides|StrtDt:03-07-26|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-04
S63 Uniform Securities Agent State Law Examination 2022-10-08
  • S66 Uniform Combined State Law Examination
    2022-11-04
  • S63 Uniform Securities Agent State Law Examination
    2022-10-08
Other Names
  • Daniel Jacob West
  • Daniel West

View on SEC IAPD

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