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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Apex, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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 Provo UT 06/2019 08/2019
Fidelity Investments Durham NC 01/2024 Present
Alpine Academy Sparks NV 04/2019 06/2019
Unemployed Oxford MS 08/2023 11/2023
Byu Provo UT 08/2020 04/2021
Rc Willey Reno NV 05/2018 08/2018
Rc Willey Orem UT 08/2018 04/2019
Unemployed Provo UT 04/2021 08/2021
Unemployed Provo UT 04/2020 06/2020
Qualtrics Provo UT 08/2021 12/2021
Extended Travel Santiago 05/2016 05/2018
Treasured Moments Home Care Provo UT 06/2020 08/2020
Switchboard Labs, Llc Dc DC 12/2021 08/2023
Byu Provo UT 08/2019 04/2020
Door Dash Oxford MS 11/2023 12/2023
Unemployed Oxford MS 12/2023 01/2024
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 08/2019
    Unemployed
    Provo, UT
  • 01/2024 → Present
    Fidelity Investments
    Durham, NC
  • 04/2019 → 06/2019
    Alpine Academy
    Sparks, NV
  • 08/2023 → 11/2023
    Unemployed
    Oxford, MS
  • 08/2020 → 04/2021
    Byu
    Provo, UT
  • 05/2018 → 08/2018
    Rc Willey
    Reno, NV
  • 08/2018 → 04/2019
    Rc Willey
    Orem, UT
  • 04/2021 → 08/2021
    Unemployed
    Provo, UT
  • 04/2020 → 06/2020
    Unemployed
    Provo, UT
  • 08/2021 → 12/2021
    Qualtrics
    Provo, UT
  • 05/2016 → 05/2018
    Extended Travel
    Santiago
  • 06/2020 → 08/2020
    Treasured Moments Home Care
    Provo, UT
  • 12/2021 → 08/2023
    Switchboard Labs, Llc
    Dc, DC
  • 08/2019 → 04/2020
    Byu
    Provo, UT
  • 11/2023 → 12/2023
    Door Dash
    Oxford, MS
  • 12/2023 → 01/2024
    Unemployed
    Oxford, MS
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Apex, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-13
  • S66 Uniform Combined State Law Examination
    2024-05-13
Other Names
  • Isaac Artinger
  • Isaac Karl Artinger

View on SEC IAPD

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