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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-05-18
TX RA APPROVED 2026-05-16
  • UT RA
    APPROVED
    Since 2026-05-18
  • TX RA
    APPROVED
    Since 2026-05-16

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

American Fork, 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
Ezra Lee Design And Build Alpine UT 07/2021 07/2023
Doordash Lehi UT 11/2020 04/2021
Thurl Bailey Basketball Lehi UT 04/2021 07/2021
Postmates Gilbert AZ 10/2020 10/2020
Bona Vita Lehi UT 11/2016 03/2017
Unemployed Mesa AZ 03/2017 10/2020
Unemployed Mesa AZ 04/2012 11/2016
Fidelity Investments American Fork UT 07/2023 Present
Chandler Gilbert Community College Lehi UT 10/2020 04/2021
Skyridge High School Lehi UT 10/2016 03/2017
Mountain View High School Mesa AZ 08/2016 10/2016
American Leadership Academy Queen Creek AZ 03/2017 08/2018
  • 07/2021 → 07/2023
    Ezra Lee Design And Build
    Alpine, UT
  • 11/2020 → 04/2021
    Doordash
    Lehi, UT
  • 04/2021 → 07/2021
    Thurl Bailey Basketball
    Lehi, UT
  • 10/2020 → 10/2020
    Postmates
    Gilbert, AZ
  • 11/2016 → 03/2017
    Bona Vita
    Lehi, UT
  • 03/2017 → 10/2020
    Unemployed
    Mesa, AZ
  • 04/2012 → 11/2016
    Unemployed
    Mesa, AZ
  • 07/2023 → Present
    Fidelity Investments
    American Fork, UT
  • 10/2020 → 04/2021
    Chandler Gilbert Community College
    Lehi, UT
  • 10/2016 → 03/2017
    Skyridge High School
    Lehi, UT
  • 08/2016 → 10/2016
    Mountain View High School
    Mesa, AZ
  • 03/2017 → 08/2018
    American Leadership Academy
    Queen Creek, AZ
Other Businesses

OBA-132830|OrgNmn:Door Dash|Org Addr:American F,Utah,US|OBA Nature:delivery|Invst Rel:N|Title:dasher|Duties:delivery|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-03
S63 Uniform Securities Agent State Law Examination 2023-12-21
  • S66 Uniform Combined State Law Examination
    2026-04-03
  • S63 Uniform Securities Agent State Law Examination
    2023-12-21

View on SEC IAPD

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