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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-04
UT RA APPROVED 2026-03-04
  • TX RA
    APPROVED_RES
    Since 2026-03-04
  • UT RA
    APPROVED
    Since 2026-03-04

Branch Locations

Bountiful, 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
Unemployed West Jordan UT 07/2015 07/2017
Unemployed Provo UT 04/2020 05/2020
Yessio Midvale UT 09/2017 12/2017
Unemployed Jacksonville FL 06/2024 10/2024
Cyprus Credit Union South Jordan UT 12/2017 04/2019
Fidelity Investments Salt Lake City UT 10/2024 Present
Lending Club Lehi UT 04/2019 04/2020
Unemployed Pleasant Grove UT 05/2022 07/2022
Simplify Home Loans American Fork UT 05/2020 05/2022
Florida Financial Advisors Jacksonville FL 06/2023 06/2024
Unemployed West Jordan UT 07/2017 09/2017
Altabank Orem UT 07/2022 08/2023
  • 07/2015 → 07/2017
    Unemployed
    West Jordan, UT
  • 04/2020 → 05/2020
    Unemployed
    Provo, UT
  • 09/2017 → 12/2017
    Yessio
    Midvale, UT
  • 06/2024 → 10/2024
    Unemployed
    Jacksonville, FL
  • 12/2017 → 04/2019
    Cyprus Credit Union
    South Jordan, UT
  • 10/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 04/2019 → 04/2020
    Lending Club
    Lehi, UT
  • 05/2022 → 07/2022
    Unemployed
    Pleasant Grove, UT
  • 05/2020 → 05/2022
    Simplify Home Loans
    American Fork, UT
  • 06/2023 → 06/2024
    Florida Financial Advisors
    Jacksonville, FL
  • 07/2017 → 09/2017
    Unemployed
    West Jordan, UT
  • 07/2022 → 08/2023
    Altabank
    Orem, UT
Previous Registrations
Other Businesses

OBA-115375|OrgNmn:Survey/Product Tester|Org Addr:Bountiful,Utah,US|OBA Nature:I take surveys and test produc|Invst Rel:N|Title:Survey/Product Tester|Duties:I take surveys and test products and in return I'm able to earn money to redeem for gift cards.|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-02-11
S65 Uniform Investment Adviser Law Examination 2023-08-11
  • S63 Uniform Securities Agent State Law Examination
    2025-02-11
  • S65 Uniform Investment Adviser Law Examination
    2023-08-11
Other Names
  • Cameron Bradley Elggren
  • Cameron Elggren

View on SEC IAPD

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