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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-10-20
TX RA APPROVED 2025-03-31
  • MO RA
    APPROVED
    Since 2025-10-20
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

St. Louis, MO • 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 01/2023 Present
Scheels Sandy UT 03/2022 01/2023
Sodexo Salt Lake City UT 01/2023 01/2023
City 1St Mortgage Services Bountiful UT 10/2020 09/2022
2020 Companies Salt Lake City UT 01/2022 03/2022
Farm Bureau Financial Services Sandy UT 04/2020 09/2020
Control 4 Draper UT 11/2018 03/2020
Larry H Miller Ford Lincoln Draper Draper UT 03/2018 11/2018
Altisource Solutions St. Louis MO 07/2016 05/2017
Grand Teton Lodge Company Moran WY 05/2017 10/2017
O'CHarley'S Restaraunts St. Charles MO 10/2016 05/2017
Rack House St. Charles MO 10/2017 11/2017
Mama Campisi'S Italian Restaraunt St. Louis MO 11/2017 01/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2022 → 01/2023
    Scheels
    Sandy, UT
  • 01/2023 → 01/2023
    Sodexo
    Salt Lake City, UT
  • 10/2020 → 09/2022
    City 1St Mortgage Services
    Bountiful, UT
  • 01/2022 → 03/2022
    2020 Companies
    Salt Lake City, UT
  • 04/2020 → 09/2020
    Farm Bureau Financial Services
    Sandy, UT
  • 11/2018 → 03/2020
    Control 4
    Draper, UT
  • 03/2018 → 11/2018
    Larry H Miller Ford Lincoln Draper
    Draper, UT
  • 07/2016 → 05/2017
    Altisource Solutions
    St. Louis, MO
  • 05/2017 → 10/2017
    Grand Teton Lodge Company
    Moran, WY
  • 10/2016 → 05/2017
    O'CHarley'S Restaraunts
    St. Charles, MO
  • 10/2017 → 11/2017
    Rack House
    St. Charles, MO
  • 11/2017 → 01/2018
    Mama Campisi'S Italian Restaraunt
    St. Louis, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-131337|OrgNmn:Genesis Real Estate Services|Org Addr:St. Louis,Missouri,US|OBA Nature:Real Estate Agent Services|Invst Rel:Y|Title:Independent Contractor|Duties:To help people buy and sell their homes. |StrtDt:|TotHrs/mon:60|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-07
  • S66 Uniform Combined State Law Examination
    2023-09-07
Other Names
  • Bryan Daniel Watkins

View on SEC IAPD

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