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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

Saratoga Springs, 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 American Fork UT 01/2023 Present
Total Client Connect Lehi UT 11/2021 11/2022
Aptive Enviromental Provo UT 05/2021 11/2021
Vivint Smart Home Lindon UT 05/2020 05/2021
Church Mission Spokane WA 05/2018 08/2020
Village Baker Sandy UT 12/2016 08/2018
Family Entertainment Of Utah Llc Midvale UT 12/2012 12/2016
Utah Valley University Orem UT 01/2020 01/2022
Alta High School Sandy UT 08/2014 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity
    American Fork, UT
  • 11/2021 → 11/2022
    Total Client Connect
    Lehi, UT
  • 05/2021 → 11/2021
    Aptive Enviromental
    Provo, UT
  • 05/2020 → 05/2021
    Vivint Smart Home
    Lindon, UT
  • 05/2018 → 08/2020
    Church Mission
    Spokane, WA
  • 12/2016 → 08/2018
    Village Baker
    Sandy, UT
  • 12/2012 → 12/2016
    Family Entertainment Of Utah Llc
    Midvale, UT
  • 01/2020 → 01/2022
    Utah Valley University
    Orem, UT
  • 08/2014 → 05/2018
    Alta High School
    Sandy, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sandy, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-03
S63 Uniform Securities Agent State Law Examination 2023-08-14
  • S66 Uniform Combined State Law Examination
    2025-02-03
  • S63 Uniform Securities Agent State Law Examination
    2023-08-14
Other Names
  • Ryan Scott Woodhead
  • Ryan Woodhead

View on SEC IAPD

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