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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

Layton, 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 12/2023 Present
University Of Utah Health And Clinics Salt Lake City UT 08/2021 11/2023
Church Of Jesus Christ Of Latter Day Saints Tampa FL 07/2019 07/2021
Fiiz Drinks Kaysville UT 02/2018 03/2019
Cherry Hill Kaysville UT 04/2017 10/2017
Unemployed Kayville UT 03/2001 04/2017
Unemployed Kaysville UT 10/2017 02/2018
Unemployed Layton UT 03/2019 07/2019
Fidelity Investments Boston MA 03/2025 Present
  • 12/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2021 → 11/2023
    University Of Utah Health And Clinics
    Salt Lake City, UT
  • 07/2019 → 07/2021
    Church Of Jesus Christ Of Latter Day Saints
    Tampa, FL
  • 02/2018 → 03/2019
    Fiiz Drinks
    Kaysville, UT
  • 04/2017 → 10/2017
    Cherry Hill
    Kaysville, UT
  • 03/2001 → 04/2017
    Unemployed
    Kayville, UT
  • 10/2017 → 02/2018
    Unemployed
    Kaysville, UT
  • 03/2019 → 07/2019
    Unemployed
    Layton, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Layton, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-10
S63 Uniform Securities Agent State Law Examination 2024-02-21
  • S66 Uniform Combined State Law Examination
    2024-11-10
  • S63 Uniform Securities Agent State Law Examination
    2024-02-21
Other Names
  • Alex Evans

View on SEC IAPD

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