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Dane Evans

Strategic Advisers LLC

Vineyard, 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 2026-01-15
UT RA APPROVED 2026-01-15
  • TX RA
    APPROVED
    Since 2026-01-15
  • UT RA
    APPROVED
    Since 2026-01-15

Branch Locations

Vineyard, 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
Mortgage Educators And Compliance American Fork UT 03/2020 11/2021
Pfs Investments Inc. Lehi UT 07/2023 01/2024
The Church Of Jesus Christ Of Latter Day Saints Mcallen TX 02/2018 02/2020
Solutionreach Lehi UT 11/2021 01/2024
Fidelity Investments Salt Lake City UT 10/2025 Present
Snow College Ephraim UT 06/2017 02/2018
Solutionreach Lehi UT 06/2024 10/2025
Mml Investors Services, Llc Lehi UT 01/2024 12/2024
Massmutual Life Insurance Co. Lehi UT 01/2024 12/2024
Corner Canyon High School Draper UT 08/2013 06/2017
Primerica Financial Services Lehi UT 11/2021 01/2024
  • 03/2020 → 11/2021
    Mortgage Educators And Compliance
    American Fork, UT
  • 07/2023 → 01/2024
    Pfs Investments Inc.
    Lehi, UT
  • 02/2018 → 02/2020
    The Church Of Jesus Christ Of Latter Day Saints
    Mcallen, TX
  • 11/2021 → 01/2024
    Solutionreach
    Lehi, UT
  • 10/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 06/2017 → 02/2018
    Snow College
    Ephraim, UT
  • 06/2024 → 10/2025
    Solutionreach
    Lehi, UT
  • 01/2024 → 12/2024
    Mml Investors Services, Llc
    Lehi, UT
  • 01/2024 → 12/2024
    Massmutual Life Insurance Co.
    Lehi, UT
  • 08/2013 → 06/2017
    Corner Canyon High School
    Draper, UT
  • 11/2021 → 01/2024
    Primerica Financial Services
    Lehi, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-08
S63 Uniform Securities Agent State Law Examination 2023-08-15
  • S65 Uniform Investment Adviser Law Examination
    2025-03-08
  • S63 Uniform Securities Agent State Law Examination
    2023-08-15
Other Names
  • Dane Evans
  • Dane Dorius Evans

View on SEC IAPD

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