Joseph Allyn Leavis

Strategic Advisers LLC

American Fork, UT

Salt Lake City, UT

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-10
UT	RA	APPROVED	2026-03-10

TX RA
APPROVED

Since 2026-03-10
UT RA
APPROVED

Since 2026-03-10

Branch Locations

American Fork, 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

Organization	City	State	From	To
Fidelity Investments	Merrimack	NH	07/2022	Present
Costco	Nashua	NH	07/2015	07/2022
Middlesex Community College	Bedford	MA	07/2015	05/2018
Doordash Llc	Nashua	NH	08/2019	10/2020

07/2022 → Present

Fidelity Investments

Merrimack, NH
07/2015 → 07/2022

Costco

Nashua, NH
07/2015 → 05/2018

Middlesex Community College

Bedford, MA
08/2019 → 10/2020

Doordash Llc

Nashua, NH

Other Businesses

OBA-97175|OrgNmn:eBay|Org Addr:San Jose,California,US|OBA Nature:Selling un used items on eBay|Invst Rel:N|Title:Personal seller, getting rid of e|Duties:Getting rid of extra stuff around house, selling it on eBay|StrtDt:02-26-23|TotHrs/mon:3|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-03
S63	Uniform Securities Agent State Law Examination	2022-11-04

S66 Uniform Combined State Law Examination

2026-03-03
S63 Uniform Securities Agent State Law Examination

2022-11-04

Other Names

Joseph Allyn Leavis
Joe Leavis
Joseph Leavis

View on SEC IAPD

More in American Fork, UT

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor