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Cole Clarkson

Strategic Advisers LLC

Sandy, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-09
UT RA APPROVED 2026-07-09
  • TX RA
    APPROVED
    Since 2026-07-09
  • UT RA
    APPROVED
    Since 2026-07-09

Branch Locations

Sandy, 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
OrganizationCityStateFromTo
Church Of Jesus Christ San Jose CA 11/2021 02/2022
Northwestern Mutual Saint George UT 01/2023 05/2023
Tactical Accounting Saint George UT 08/2023 05/2024
Roam Outdoor Adventures Kanab UT 02/2022 08/2023
Era Utah Properties Kanab UT 01/2015 08/2024
Fidelity Investments Salt Lake City UT 05/2025 Present
Quality Printing Inc Kanab UT 09/2021 11/2021
Greenix Pest Control Omaha NE 05/2024 07/2024
Aspen Mill Santa Clara UT 08/2024 05/2025
Moqui Cave Kanab UT 05/2023 08/2023
Utah Tech University Saint George UT 08/2022 05/2025
Fortius Energy Saint George UT 08/2022 11/2022
  • 11/2021 → 02/2022
    Church Of Jesus Christ
    San Jose, CA
  • 01/2023 → 05/2023
    Northwestern Mutual
    Saint George, UT
  • 08/2023 → 05/2024
    Tactical Accounting
    Saint George, UT
  • 02/2022 → 08/2023
    Roam Outdoor Adventures
    Kanab, UT
  • 01/2015 → 08/2024
    Era Utah Properties
    Kanab, UT
  • 05/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 09/2021 → 11/2021
    Quality Printing Inc
    Kanab, UT
  • 05/2024 → 07/2024
    Greenix Pest Control
    Omaha, NE
  • 08/2024 → 05/2025
    Aspen Mill
    Santa Clara, UT
  • 05/2023 → 08/2023
    Moqui Cave
    Kanab, UT
  • 08/2022 → 05/2025
    Utah Tech University
    Saint George, UT
  • 08/2022 → 11/2022
    Fortius Energy
    Saint George, UT
Other Businesses

OBA-120280|OrgNmn:Cole Clarkson|Org Addr:American F,Utah,US|OBA Nature:Selling and trading sports car|Invst Rel:N|Title:Independent Contractor|Duties:Buying and selling cards on Ebay|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-30
S63 Uniform Securities Agent State Law Examination 2025-07-22
  • S66 Uniform Combined State Law Examination
    2026-06-30
  • S63 Uniform Securities Agent State Law Examination
    2025-07-22

View on SEC IAPD

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