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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

Draper, 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 Investments American Fork UT 04/2023 Present
Malinka Cpa, Llc Midway UT 03/2021 04/2023
Utah Community Credit Union Provo UT 10/2019 03/2021
Manage My Own, Inc. Provo UT 04/2019 10/2019
Oak Leaf Logistics, Llc Pleasant Grove UT 07/2018 04/2019
Wor(L)D Gn Provo UT 09/2017 07/2018
Expercom - Apple Premier Partner Sandy UT 04/2017 09/2017
Malinka Cpa, Llc Midway UT 05/2016 04/2017
Utah Valley University Orem UT 08/2018 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 04/2023 → Present
    Fidelity Investments
    American Fork, UT
  • 03/2021 → 04/2023
    Malinka Cpa, Llc
    Midway, UT
  • 10/2019 → 03/2021
    Utah Community Credit Union
    Provo, UT
  • 04/2019 → 10/2019
    Manage My Own, Inc.
    Provo, UT
  • 07/2018 → 04/2019
    Oak Leaf Logistics, Llc
    Pleasant Grove, UT
  • 09/2017 → 07/2018
    Wor(L)D Gn
    Provo, UT
  • 04/2017 → 09/2017
    Expercom - Apple Premier Partner
    Sandy, UT
  • 05/2016 → 04/2017
    Malinka Cpa, Llc
    Midway, UT
  • 08/2018 → 05/2023
    Utah Valley University
    Orem, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Draper, UT
Other Businesses

OBA-115310|OrgNmn:Childrens Books - writing, business, etc. |Org Addr:Draper,Utah,US|OBA Nature:I plan to collaborate with my |Invst Rel:N|Title:Officer|Duties:writing childrens stories, pitching and discussing with publishers, managing company books and agreements, etc. |StrtDt:01-01-25|TotHrs/mon:10|TrdHrs/mon:0|OBA-99842|OrgNmn:Father Apple|Org Addr:Provo,Utah,US|OBA Nature:Creating and selling beard oil|Invst Rel:N|Title:Partner|Duties:Creating and selling beard oil, lotions, perfumes|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-30
S63 Uniform Securities Agent State Law Examination 2023-08-04
  • S66 Uniform Combined State Law Examination
    2024-08-30
  • S63 Uniform Securities Agent State Law Examination
    2023-08-04
Other Names
  • Trent Matthew South
  • Trent South

View on SEC IAPD

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