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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

Payson, 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
Gunnison Market Gunnison UT 11/2013 04/2020
The Church Of Jesus Christ Of Latter Day Saints Vista CA 08/2017 01/2019
Snow College Badger Den Ephraim UT 01/2019 08/2020
Oxbow Academy Mount Pleasant UT 04/2020 04/2021
Focus Jobs Moroni UT 05/2020 06/2020
All Solutions Pest Control St Charles MO 04/2021 07/2021
Doordash Logan UT 07/2021 08/2022
Walmart Distribution Center Grantsville UT 05/2019 06/2020
Ascend Staffing Logan UT 08/2021 11/2021
Ifit Logan UT 11/2021 07/2022
Fox Pest Control Logan UT 07/2022 07/2022
Logan River Academy Logan UT 09/2021 08/2022
Fidelity Investments Salt Lake City UT 08/2022 Present
Snow College Ephraim UT 01/2019 12/2020
Utah State University Logan UT 01/2022 04/2022
Uber Logan UT 09/2021 09/2021
Barlow Landscaping Gunnison UT 04/2016 09/2016
Fidelity Investments Boston MA 03/2025 Present
  • 11/2013 → 04/2020
    Gunnison Market
    Gunnison, UT
  • 08/2017 → 01/2019
    The Church Of Jesus Christ Of Latter Day Saints
    Vista, CA
  • 01/2019 → 08/2020
    Snow College Badger Den
    Ephraim, UT
  • 04/2020 → 04/2021
    Oxbow Academy
    Mount Pleasant, UT
  • 05/2020 → 06/2020
    Focus Jobs
    Moroni, UT
  • 04/2021 → 07/2021
    All Solutions Pest Control
    St Charles, MO
  • 07/2021 → 08/2022
    Doordash
    Logan, UT
  • 05/2019 → 06/2020
    Walmart Distribution Center
    Grantsville, UT
  • 08/2021 → 11/2021
    Ascend Staffing
    Logan, UT
  • 11/2021 → 07/2022
    Ifit
    Logan, UT
  • 07/2022 → 07/2022
    Fox Pest Control
    Logan, UT
  • 09/2021 → 08/2022
    Logan River Academy
    Logan, UT
  • 08/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 01/2019 → 12/2020
    Snow College
    Ephraim, UT
  • 01/2022 → 04/2022
    Utah State University
    Logan, UT
  • 09/2021 → 09/2021
    Uber
    Logan, UT
  • 04/2016 → 09/2016
    Barlow Landscaping
    Gunnison, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-132427|OrgNmn:Maple Lake Academy For Boys|Org Addr:Spanish Fo,Utah,US|OBA Nature:This is a treatment center for|Invst Rel:N|Title:Youth Mentor|Duties:I will be working less than 10 hours a week. I will be working weekend shifts only supervising the teenage boys and ensuring they are learning|StrtDt:07-29-26|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-19
S63 Uniform Securities Agent State Law Examination 2023-03-10
  • S66 Uniform Combined State Law Examination
    2024-01-19
  • S63 Uniform Securities Agent State Law Examination
    2023-03-10
Other Names
  • Kyle Kasey Petersen
  • Kyle Petersen

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