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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

West Valley City, 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 03/2018 Present
Alta Club Salt Lake City UT 06/2015 03/2018
Fidelity Investments Boston MA 03/2025 Present
  • 03/2018 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 06/2015 → 03/2018
    Alta Club
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-11-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-07
S63 Uniform Securities Agent State Law Examination 2018-05-01
  • S66 Uniform Combined State Law Examination
    2019-11-07
  • S63 Uniform Securities Agent State Law Examination
    2018-05-01

View on SEC IAPD

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