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Mark Taylor

Strategic Advisers LLC

Provo, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-11-12
TX RA APPROVED 2025-11-11
  • UT RA
    APPROVED
    Since 2025-11-12
  • TX RA
    APPROVED
    Since 2025-11-11

Branch Locations

Provo, 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
Redstone Residential Provo UT 08/2019 09/2019
Beeline Pest Control Clearfield UT 05/2021 04/2022
Southern Cross Peachtree GA 05/2022 09/2022
Avalon Healthcare Group American Fork UT 01/2023 03/2023
Sandstone Healthcare Group American Fork UT 04/2023 01/2024
Utah Valley Univsersity Orem UT 08/2018 05/2023
Church Of Jesus Christ Of Latter Day Saints Salt Lake UT 07/2016 08/2018
Unemployed Provo UT 01/2024 02/2024
Northwestern Mutual Life Insurance Company Milwaukee WI 03/2024 04/2025
Fidelity Investments Salt Lake UT 05/2025 Present
  • 08/2019 → 09/2019
    Redstone Residential
    Provo, UT
  • 05/2021 → 04/2022
    Beeline Pest Control
    Clearfield, UT
  • 05/2022 → 09/2022
    Southern Cross
    Peachtree, GA
  • 01/2023 → 03/2023
    Avalon Healthcare Group
    American Fork, UT
  • 04/2023 → 01/2024
    Sandstone Healthcare Group
    American Fork, UT
  • 08/2018 → 05/2023
    Utah Valley Univsersity
    Orem, UT
  • 07/2016 → 08/2018
    Church Of Jesus Christ Of Latter Day Saints
    Salt Lake, UT
  • 01/2024 → 02/2024
    Unemployed
    Provo, UT
  • 03/2024 → 04/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2025 → Present
    Fidelity Investments
    Salt Lake, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-31
  • S66 Uniform Combined State Law Examination
    2025-10-31
Other Names
  • Mark Taylor

View on SEC IAPD

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