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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

Lehi, 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 Lehi UT 10/2023 01/2024
G2G Protein Bar Orem UT 08/2017 07/2022
The Pipeline Group California CA 07/2022 10/2023
Fidelity Investments Salt Lake City UT 01/2024 Present
Vector Marketing Utah UT 06/2017 08/2017
Unemployed Lindon UT 10/2013 01/2017
Subway Lindon UT 01/2017 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 10/2023 → 01/2024
    Unemployed
    Lehi, UT
  • 08/2017 → 07/2022
    G2G Protein Bar
    Orem, UT
  • 07/2022 → 10/2023
    The Pipeline Group
    California, CA
  • 01/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 06/2017 → 08/2017
    Vector Marketing
    Utah, UT
  • 10/2013 → 01/2017
    Unemployed
    Lindon, UT
  • 01/2017 → 06/2017
    Subway
    Lindon, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lehi, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-05
  • S66 Uniform Combined State Law Examination
    2024-07-05

View on SEC IAPD

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