Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-10-14
TX RA APPROVED 2025-10-13
  • UT RA
    APPROVED
    Since 2025-10-14
  • TX RA
    APPROVED
    Since 2025-10-13

Branch Locations

Riverton, 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
Ap Mortgage Cottonwood Heights UT 08/2017 11/2019
Apple Spice West Valley UT 01/2018 02/2023
Academy Morgage Midvale UT 12/2014 09/2016
Fidelity Investments Salt Lake City UT 01/2024 Present
Peoples Mortgage Murray UT 04/2017 07/2017
American Crusie Lines Sandy UT 01/2017 03/2017
Bytenbooks Riverton UT 03/2023 12/2023
Unemployed Riverton UT 10/2016 12/2016
  • 08/2017 → 11/2019
    Ap Mortgage
    Cottonwood Heights, UT
  • 01/2018 → 02/2023
    Apple Spice
    West Valley, UT
  • 12/2014 → 09/2016
    Academy Morgage
    Midvale, UT
  • 01/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 04/2017 → 07/2017
    Peoples Mortgage
    Murray, UT
  • 01/2017 → 03/2017
    American Crusie Lines
    Sandy, UT
  • 03/2023 → 12/2023
    Bytenbooks
    Riverton, UT
  • 10/2016 → 12/2016
    Unemployed
    Riverton, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-29
S63 Uniform Securities Agent State Law Examination 2024-06-18
  • S66 Uniform Combined State Law Examination
    2025-09-29
  • S63 Uniform Securities Agent State Law Examination
    2024-06-18

View on SEC IAPD

More in Riverton, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor