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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

Lehi, 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
Global Payments Lindon UT 05/2022 08/2023
Castle And Cooke Mortgage Draper UT 10/2021 07/2022
Simplify Home Loans American Fork UT 09/2020 10/2021
Lending Club Lehi UT 06/2019 04/2020
Jimmy Johns Springville UT 02/2019 06/2019
Covr Mapleton UT 08/2018 02/2019
Utah Community Credit Union Provo UT 06/2017 08/2018
Fidelity Investments Salt Lake City UT 08/2023 Present
Church Of Jesus Christ Of Latter Day Saints Piura 06/2015 06/2017
Unemployed Provo UT 04/2020 09/2020
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → 08/2023
    Global Payments
    Lindon, UT
  • 10/2021 → 07/2022
    Castle And Cooke Mortgage
    Draper, UT
  • 09/2020 → 10/2021
    Simplify Home Loans
    American Fork, UT
  • 06/2019 → 04/2020
    Lending Club
    Lehi, UT
  • 02/2019 → 06/2019
    Jimmy Johns
    Springville, UT
  • 08/2018 → 02/2019
    Covr
    Mapleton, UT
  • 06/2017 → 08/2018
    Utah Community Credit Union
    Provo, UT
  • 08/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 06/2015 → 06/2017
    Church Of Jesus Christ Of Latter Day Saints
    Piura
  • 04/2020 → 09/2020
    Unemployed
    Provo, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-101855|OrgNmn:S&W Family Mocktails|Org Addr:Lehi,Utah,US|OBA Nature:Mocktail events for events/wed|Invst Rel:N|Title:Partner|Duties:Weekend events when booked and approved by me.|StrtDt:07-22-26|TotHrs/mon:8|TrdHrs/mon:0|OBA-108674|OrgNmn:Smartt Resin Works|Org Addr:Springvill,Utah,US|OBA Nature:Custom Resin prints/ Dice work|Invst Rel:N|Title:Sole Proprietor|Duties:STL Design, Dice molding and polishing|StrtDt:07-21-26|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-13
  • S66 Uniform Combined State Law Examination
    2023-12-13
Other Names
  • Brittner Andrew Smartt
  • Brittner Smartt

View on SEC IAPD

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