Timothy Cody

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Holladay, UT • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Salt Lake City	UT	08/2022	Present
Utah First Federal Credit Union	Farmington	UT	09/2019	08/2022
Lowe'S	Ogden	UT	10/2017	09/2019
Career Employment Professionals	Savannah	GA	10/2017	10/2017
Best Buy	Murray	UT	10/2013	09/2017
Fidelity Investments	Boston	MA	03/2025	Present

08/2022 → Present

Fidelity Investments

Salt Lake City, UT
09/2019 → 08/2022

Utah First Federal Credit Union

Farmington, UT
10/2017 → 09/2019

Lowe'S

Ogden, UT
10/2017 → 10/2017

Career Employment Professionals

Savannah, GA
10/2013 → 09/2017

Best Buy

Murray, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-01-11 → 2025-03-31

Fidelity Personal And Workplace Advisors

Salt Lake City, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-22

S66 Uniform Combined State Law Examination

2022-12-22

Other Names

Timothy Jeffrey Cody
Timothy Cody

View on SEC IAPD