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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-07-15
TX RA APPROVED_RES 2026-07-13
  • UT RA
    APPROVED
    Since 2026-07-15
  • TX RA
    APPROVED_RES
    Since 2026-07-13

Branch Locations

Ogden, 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
Ernst & Young Salt Lake City UT 08/2021 12/2022
Pricewaterhouse Coopers Llc New York NY 10/2020 08/2021
Unemployed Ogden UT 05/2020 10/2020
Unemployed Ogden UT 05/2019 08/2019
Fidelity Investments Salt Lake City UT 09/2025 Present
Northwestern Pritzker School Of Law Chicago IL 08/2019 05/2020
Syracuse University College Of Law Syracuse NY 08/2016 05/2019
Salt Lake County District Attorneys Office Salt Lake City UT 05/2018 08/2018
Third District Court, State Of Utah Salt Lake City UT 05/2017 08/2017
D.A. Davidson Companies Salt Lake City UT 12/2022 09/2025
Syracuse University School Of Law Syracuse NY 08/2017 12/2018
  • 08/2021 → 12/2022
    Ernst & Young
    Salt Lake City, UT
  • 10/2020 → 08/2021
    Pricewaterhouse Coopers Llc
    New York, NY
  • 05/2020 → 10/2020
    Unemployed
    Ogden, UT
  • 05/2019 → 08/2019
    Unemployed
    Ogden, UT
  • 09/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2019 → 05/2020
    Northwestern Pritzker School Of Law
    Chicago, IL
  • 08/2016 → 05/2019
    Syracuse University College Of Law
    Syracuse, NY
  • 05/2018 → 08/2018
    Salt Lake County District Attorneys Office
    Salt Lake City, UT
  • 05/2017 → 08/2017
    Third District Court, State Of Utah
    Salt Lake City, UT
  • 12/2022 → 09/2025
    D.A. Davidson Companies
    Salt Lake City, UT
  • 08/2017 → 12/2018
    Syracuse University School Of Law
    Syracuse, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-04
  • S66 Uniform Combined State Law Examination
    2023-08-04

View on SEC IAPD

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