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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

North Salt Lake, 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
Fidelity Investments Salt Lake City UT 08/2022 Present
Max Cleaning Co Logan UT 07/2022 08/2022
Total Quality Logistics Salt Lake City UT 02/2022 07/2022
Level 9 Sports Woods Cross UT 10/2021 02/2022
Rocky Mountain Logistics Llc Kaysville UT 06/2021 09/2021
Aptive Environmental Provo UT 08/2020 08/2022
Level 9 Sports Woods Cross UT 09/2019 08/2020
Provo Craft And Novelty Spanish Fork UT 05/2018 09/2019
Lifetime Products Orem UT 03/2018 05/2018
Church Of Jesus Christ Of Latter Day Saints Fort Lauderdale FL 09/2015 08/2017
Unemployed Kaysville UT 08/2017 01/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 07/2022 → 08/2022
    Max Cleaning Co
    Logan, UT
  • 02/2022 → 07/2022
    Total Quality Logistics
    Salt Lake City, UT
  • 10/2021 → 02/2022
    Level 9 Sports
    Woods Cross, UT
  • 06/2021 → 09/2021
    Rocky Mountain Logistics Llc
    Kaysville, UT
  • 08/2020 → 08/2022
    Aptive Environmental
    Provo, UT
  • 09/2019 → 08/2020
    Level 9 Sports
    Woods Cross, UT
  • 05/2018 → 09/2019
    Provo Craft And Novelty
    Spanish Fork, UT
  • 03/2018 → 05/2018
    Lifetime Products
    Orem, UT
  • 09/2015 → 08/2017
    Church Of Jesus Christ Of Latter Day Saints
    Fort Lauderdale, FL
  • 08/2017 → 01/2018
    Unemployed
    Kaysville, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-11
S63 Uniform Securities Agent State Law Examination 2023-07-09
  • S66 Uniform Combined State Law Examination
    2024-10-11
  • S63 Uniform Securities Agent State Law Examination
    2023-07-09
Other Names
  • Dax Parker Rackham
  • Dax Rackham

View on SEC IAPD

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