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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

Tooele, 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 Brokerage Services Llc Salt Lake City UT 01/2019 Present
Rrd Salt Lake City UT 05/2018 01/2019
Flik Salt Lake City UT 10/2017 05/2018
Marriott Vacations Worldwide Salt Lake City UT 09/2015 05/2017
Dominos Sandy UT 06/2016 11/2016
Sandy Health And Rehab Sandy UT 05/2017 10/2017
Ihop Salt Lake City UT 10/2018 01/2019
Macey's Salt Lake City UT 12/2017 05/2018
Arup Salt Lake City UT 05/2017 09/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2019 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 05/2018 → 01/2019
    Rrd
    Salt Lake City, UT
  • 10/2017 → 05/2018
    Flik
    Salt Lake City, UT
  • 09/2015 → 05/2017
    Marriott Vacations Worldwide
    Salt Lake City, UT
  • 06/2016 → 11/2016
    Dominos
    Sandy, UT
  • 05/2017 → 10/2017
    Sandy Health And Rehab
    Sandy, UT
  • 10/2018 → 01/2019
    Ihop
    Salt Lake City, UT
  • 12/2017 → 05/2018
    Macey's
    Salt Lake City, UT
  • 05/2017 → 09/2017
    Arup
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-08-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-109906|OrgNmn:J. Willis Woodworks|Org Addr:Tooele, UT,Utah,US|OBA Nature:Wood working|Invst Rel:Y|Title:woodworker|Duties:Work in my garage in my offtime making planter boxes. |StrtDt:04-17-24|TotHrs/mon:10|TrdHrs/mon:0|OBA-128838|OrgNmn:Clemente Content Studio|Org Addr:Tooele,Utah,US|OBA Nature:Create and sell AI digital art|Invst Rel:N|Title:Owner|Duties:Post videos on social media in regards to my family life and art I have created. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-13
S63 Uniform Securities Agent State Law Examination 2019-04-08
  • S66 Uniform Combined State Law Examination
    2019-08-13
  • S63 Uniform Securities Agent State Law Examination
    2019-04-08

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