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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-05-30
TX RA APPROVED 2025-05-29
  • UT RA
    APPROVED
    Since 2025-05-30
  • TX RA
    APPROVED
    Since 2025-05-29

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Herriman, UT • 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
Fidelity Investments Salt Lake City UT 02/2024 Present
Door Dash Highland UT 01/2024 02/2024
Freelance Videography Highland UT 07/2023 02/2024
Vivint Provo UT 08/2021 07/2023
Progrexion Rexburg ID 01/2022 03/2022
Church Of Jesus Christ Of Latter Day Saints Minneapolis MN 09/2019 08/2021
Best Vinyl Lehi UT 06/2019 09/2019
American Fork Junior High American Fork UT 08/2018 06/2019
Subway Highland UT 08/2017 07/2018
Student American Fork UT 02/2014 08/2017
  • 02/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 01/2024 → 02/2024
    Door Dash
    Highland, UT
  • 07/2023 → 02/2024
    Freelance Videography
    Highland, UT
  • 08/2021 → 07/2023
    Vivint
    Provo, UT
  • 01/2022 → 03/2022
    Progrexion
    Rexburg, ID
  • 09/2019 → 08/2021
    Church Of Jesus Christ Of Latter Day Saints
    Minneapolis, MN
  • 06/2019 → 09/2019
    Best Vinyl
    Lehi, UT
  • 08/2018 → 06/2019
    American Fork Junior High
    American Fork, UT
  • 08/2017 → 07/2018
    Subway
    Highland, UT
  • 02/2014 → 08/2017
    Student
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-28
S63 Uniform Securities Agent State Law Examination 2024-09-13
  • S66 Uniform Combined State Law Examination
    2025-05-28
  • S63 Uniform Securities Agent State Law Examination
    2024-09-13

View on SEC IAPD

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