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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

Syracuse, 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 Westlake TX 03/2024 Present
Fc Dallas Frisco TX 02/2024 Present
United Parcel Service Salt Lake City UT 10/2023 12/2023
Freelance Logan UT 01/2021 12/2023
Utah State University Logan UT 08/2020 12/2022
Biery Construction Moses Lake WA 08/2018 12/2018
Sam'S Club Logan UT 08/2023 10/2023
Al'S Sporting Goods Logan UT 10/2019 10/2020
Unemployed Logan UT 08/2019 10/2019
Rocking R Home Improvement Maple Valley WA 04/2019 08/2019
Church Service Mission Kansas City MO 08/2016 08/2018
Western Governors University Logan UT 02/2023 07/2023
Excel Brokers Logan UT 05/2023 07/2023
Cambridge Apartments Llc Logan UT 04/2020 05/2023
Brigham Young University - Idaho Rexburg ID 01/2019 04/2019
Unemployed Mckinney TX 12/2023 02/2024
Fidelity Investments Boston MA 03/2025 Present
  • 03/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 02/2024 → Present
    Fc Dallas
    Frisco, TX
  • 10/2023 → 12/2023
    United Parcel Service
    Salt Lake City, UT
  • 01/2021 → 12/2023
    Freelance
    Logan, UT
  • 08/2020 → 12/2022
    Utah State University
    Logan, UT
  • 08/2018 → 12/2018
    Biery Construction
    Moses Lake, WA
  • 08/2023 → 10/2023
    Sam'S Club
    Logan, UT
  • 10/2019 → 10/2020
    Al'S Sporting Goods
    Logan, UT
  • 08/2019 → 10/2019
    Unemployed
    Logan, UT
  • 04/2019 → 08/2019
    Rocking R Home Improvement
    Maple Valley, WA
  • 08/2016 → 08/2018
    Church Service Mission
    Kansas City, MO
  • 02/2023 → 07/2023
    Western Governors University
    Logan, UT
  • 05/2023 → 07/2023
    Excel Brokers
    Logan, UT
  • 04/2020 → 05/2023
    Cambridge Apartments Llc
    Logan, UT
  • 01/2019 → 04/2019
    Brigham Young University - Idaho
    Rexburg, ID
  • 12/2023 → 02/2024
    Unemployed
    Mckinney, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Providence, UT
    Salt Lake City, UT
Other Businesses

OBA-122867|OrgNmn:Stroop|Org Addr:Syracuse,Utah,US|OBA Nature:I make and sell various baked |Invst Rel:N|Title:Sole Proprietor|Duties:I will be running the outside activty. I make the stroopwafels myself and take them to the festivals/markets to sell them. |StrtDt:09-06-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-03
S63 Uniform Securities Agent State Law Examination 2024-05-17
  • S66 Uniform Combined State Law Examination
    2025-02-03
  • S63 Uniform Securities Agent State Law Examination
    2024-05-17
Other Names
  • Isaac Martinez
  • Isaac Chandler Martinez

View on SEC IAPD

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