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Joseph Michael Boris

Strategic Advisers LLC

Stansbury Park, 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

Stansbury Park, 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 Salt Lake City UT 05/2023 Present
Brigham Young University Provo UT 11/2022 04/2023
Deseret First Credit Union Bountiful UT 11/2022 11/2022
Brigham Young University Provo UT 02/2022 11/2022
Brigham Young University Provo UT 01/2022 02/2022
Best Buy Plano TX 10/2021 12/2021
Church Of Jesus Christ Of Latter Day Saints Knoxville TN 10/2019 10/2021
Best Buy Plano TX 08/2019 10/2019
Brigham Young University Provo UT 08/2017 08/2019
Home Depot Plano TX 05/2018 08/2018
Staar Pest Control Plano TX 06/2017 08/2017
Plano Independent School District Plano TX 05/2013 06/2017
Palios Pizza Cafe Plano TX 10/2015 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 05/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 11/2022 → 04/2023
    Brigham Young University
    Provo, UT
  • 11/2022 → 11/2022
    Deseret First Credit Union
    Bountiful, UT
  • 02/2022 → 11/2022
    Brigham Young University
    Provo, UT
  • 01/2022 → 02/2022
    Brigham Young University
    Provo, UT
  • 10/2021 → 12/2021
    Best Buy
    Plano, TX
  • 10/2019 → 10/2021
    Church Of Jesus Christ Of Latter Day Saints
    Knoxville, TN
  • 08/2019 → 10/2019
    Best Buy
    Plano, TX
  • 08/2017 → 08/2019
    Brigham Young University
    Provo, UT
  • 05/2018 → 08/2018
    Home Depot
    Plano, TX
  • 06/2017 → 08/2017
    Staar Pest Control
    Plano, TX
  • 05/2013 → 06/2017
    Plano Independent School District
    Plano, TX
  • 10/2015 → 10/2016
    Palios Pizza Cafe
    Plano, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-21
S63 Uniform Securities Agent State Law Examination 2023-08-15
  • S66 Uniform Combined State Law Examination
    2024-09-21
  • S63 Uniform Securities Agent State Law Examination
    2023-08-15
Other Names
  • Joseph Michael Boris
  • Joseph Boris

View on SEC IAPD

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