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Kathryn Williamson

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, UT

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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

Salt Lake City, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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 American Fork UT 03/2023 Present
Vivint Inc. Lindon UT 09/2019 03/2023
Culver'S Cedar City UT 01/2019 09/2019
Southern Utah University Cedar City UT 08/2019 04/2020
Iron County School District Cedar City UT 08/2009 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    American Fork, UT
  • 09/2019 → 03/2023
    Vivint Inc.
    Lindon, UT
  • 01/2019 → 09/2019
    Culver'S
    Cedar City, UT
  • 08/2019 → 04/2020
    Southern Utah University
    Cedar City, UT
  • 08/2009 → 05/2019
    Iron County School District
    Cedar City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-17
  • S66 Uniform Combined State Law Examination
    2023-07-17
Other Names
  • Kathryn Jacqueline Williamson
  • Katie Williamson
  • Kathryn Williamson

View on SEC IAPD

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