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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

Salt Lake City, 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
Pedigo Logistics Centennial CO 04/2020 08/2020
Utah Army National Guard Logan UT 10/2020 Present
Doordash Provo UT 12/2023 01/2024
Darlene Kay Painting Llc Aurora CO 04/2019 09/2019
Travel (Church Missionary Service) Osorno 04/2017 04/2019
Fsy (Church Of Jesus Christ Of Latter-Day Saints) Provo UT 05/2022 06/2022
U.S. Security Associates Defunct GA 12/2016 04/2017
Rocky Mountain Retreats Llc Lindon UT 03/2022 12/2023
Darlene Kay Painting Llc Aurora CO 05/2016 04/2017
Chipotle Mexican Grill Orem UT 06/2023 11/2023
Fidelity Investments Salt Lake City UT 01/2024 Present
Utah State University Logan UT 12/2019 05/2023
Amazon Logistics Centennial CO 09/2019 12/2019
Fidelity Investments Boston MA 03/2025 Present
  • 04/2020 → 08/2020
    Pedigo Logistics
    Centennial, CO
  • 10/2020 → Present
    Utah Army National Guard
    Logan, UT
  • 12/2023 → 01/2024
    Doordash
    Provo, UT
  • 04/2019 → 09/2019
    Darlene Kay Painting Llc
    Aurora, CO
  • 04/2017 → 04/2019
    Travel (Church Missionary Service)
    Osorno
  • 05/2022 → 06/2022
    Fsy (Church Of Jesus Christ Of Latter-Day Saints)
    Provo, UT
  • 12/2016 → 04/2017
    U.S. Security Associates
    Defunct, GA
  • 03/2022 → 12/2023
    Rocky Mountain Retreats Llc
    Lindon, UT
  • 05/2016 → 04/2017
    Darlene Kay Painting Llc
    Aurora, CO
  • 06/2023 → 11/2023
    Chipotle Mexican Grill
    Orem, UT
  • 01/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 12/2019 → 05/2023
    Utah State University
    Logan, UT
  • 09/2019 → 12/2019
    Amazon Logistics
    Centennial, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Provo, UT
    Salt Lake City, UT
Other Businesses

OBA-105909|OrgNmn:DoorDash|Org Addr:Salt Lake ,Utah,US|OBA Nature:Food Delivery |Invst Rel:N|Title:Independent Contractor|Duties:None|StrtDt:01-22-24|TotHrs/mon:2|TrdHrs/mon:0|OBA-105903|OrgNmn:Rocky Mountain Retreats LLC|Org Addr:Lindon,Utah,US|OBA Nature:Buy plots of land to convert i|Invst Rel:Y|Title:Co-Owner|Duties:Maintain campground.|StrtDt:01-22-24|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-17
  • S66 Uniform Combined State Law Examination
    2024-05-17

View on SEC IAPD

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