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David Rex Moser

Strategic Advisers LLC

Salt Lake City, UT

Orem, 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

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

Orem, 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 08/2023 Present
Aptive Environmental Provo UT 04/2020 05/2023
Liveview Technologies American Fork UT 03/2023 05/2023
Mountain America Credit Union Provo UT 11/2022 03/2023
Brigham Young University - Idaho Rexburg ID 12/2021 04/2022
Progrexion Rexburg ID 11/2021 11/2021
Kcb Towers Highland CA 11/2019 04/2020
Brigham Young University - Idaho Rexburg ID 09/2020 12/2023
The Church Of Jesus Christ Of Latter Day Saints Asuncion 11/2017 11/2019
Deseret Industries Calimesa CA 08/2017 10/2017
Yucaipa High School Yucaipa CA 08/2013 06/2017
Jose'S Mexican Food Yucaipa CA 07/2016 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 04/2020 → 05/2023
    Aptive Environmental
    Provo, UT
  • 03/2023 → 05/2023
    Liveview Technologies
    American Fork, UT
  • 11/2022 → 03/2023
    Mountain America Credit Union
    Provo, UT
  • 12/2021 → 04/2022
    Brigham Young University - Idaho
    Rexburg, ID
  • 11/2021 → 11/2021
    Progrexion
    Rexburg, ID
  • 11/2019 → 04/2020
    Kcb Towers
    Highland, CA
  • 09/2020 → 12/2023
    Brigham Young University - Idaho
    Rexburg, ID
  • 11/2017 → 11/2019
    The Church Of Jesus Christ Of Latter Day Saints
    Asuncion
  • 08/2017 → 10/2017
    Deseret Industries
    Calimesa, CA
  • 08/2013 → 06/2017
    Yucaipa High School
    Yucaipa, CA
  • 07/2016 → 06/2017
    Jose'S Mexican Food
    Yucaipa, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-17
  • S66 Uniform Combined State Law Examination
    2023-11-17

View on SEC IAPD

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TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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