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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

Saratoga Springs, 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
Renaissance Acadamie Provo UT 08/2021 01/2023
Utah Community Credit Union American Fork UT 05/2020 08/2022
Unemployed Las Vegas NV 03/2020 05/2020
Dennys Inc Las Vegas NV 12/2019 03/2020
Brigham Young University- Idaho Rexburg ID 09/2019 12/2019
Utah Community Credit Union Saratoga Springs UT 04/2019 09/2019
Unemployed Sandy Valley NV 02/2019 04/2019
Church Of Jesus Christ Of Latter-Day Saints Farmington MI 09/2017 02/2019
Unemployed Sandy Valley NV 04/2017 09/2017
Brigham Young University- Idaho Rexburg ID 09/2016 04/2017
Kate Spade New York Primm NV 06/2016 09/2016
Fidelity Investments American Fork UT 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 01/2023
    Renaissance Acadamie
    Provo, UT
  • 05/2020 → 08/2022
    Utah Community Credit Union
    American Fork, UT
  • 03/2020 → 05/2020
    Unemployed
    Las Vegas, NV
  • 12/2019 → 03/2020
    Dennys Inc
    Las Vegas, NV
  • 09/2019 → 12/2019
    Brigham Young University- Idaho
    Rexburg, ID
  • 04/2019 → 09/2019
    Utah Community Credit Union
    Saratoga Springs, UT
  • 02/2019 → 04/2019
    Unemployed
    Sandy Valley, NV
  • 09/2017 → 02/2019
    Church Of Jesus Christ Of Latter-Day Saints
    Farmington, MI
  • 04/2017 → 09/2017
    Unemployed
    Sandy Valley, NV
  • 09/2016 → 04/2017
    Brigham Young University- Idaho
    Rexburg, ID
  • 06/2016 → 09/2016
    Kate Spade New York
    Primm, NV
  • 04/2023 → Present
    Fidelity Investments
    American Fork, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-18
  • S66 Uniform Combined State Law Examination
    2024-10-18
Other Names
  • Randi Susan Tetreault
  • Randi Tetreault

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