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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-16
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-12-16
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

3600 N Outlet Parkway Suite 400, Lehi, UT 84048-7365 • United States

American Fork, 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
Thunder Biotech Provo UT 06/2021 10/2023
Kroger Limited Partnership I Cincinnati OH 04/2018 06/2018
College Buena Vista VA 08/2017 05/2021
Fidelity Investments Orem UT 02/2024 Present
Ramsey High School Ramsey NJ 01/2014 06/2017
Southern Virginia University Buena Vista VA 09/2019 05/2020
Doordash San Francisco CA 11/2021 01/2024
Unemployed Ramsey NJ 07/2017 08/2017
Gap San Francisco CA 07/2022 02/2024
Poshmark Redwood City CA 09/2023 02/2024
Test Stripz Woburn MA 01/2024 02/2024
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 10/2023
    Thunder Biotech
    Provo, UT
  • 04/2018 → 06/2018
    Kroger Limited Partnership I
    Cincinnati, OH
  • 08/2017 → 05/2021
    College
    Buena Vista, VA
  • 02/2024 → Present
    Fidelity Investments
    Orem, UT
  • 01/2014 → 06/2017
    Ramsey High School
    Ramsey, NJ
  • 09/2019 → 05/2020
    Southern Virginia University
    Buena Vista, VA
  • 11/2021 → 01/2024
    Doordash
    San Francisco, CA
  • 07/2017 → 08/2017
    Unemployed
    Ramsey, NJ
  • 07/2022 → 02/2024
    Gap
    San Francisco, CA
  • 09/2023 → 02/2024
    Poshmark
    Redwood City, CA
  • 01/2024 → 02/2024
    Test Stripz
    Woburn, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Orem, UT
    Vineyard, UT
Other Businesses

OBA-107023|OrgNmn:Poshmark|Org Addr:redwood ci,California,US|OBA Nature:Company I sell my old clothes |Invst Rel:N|Title:Seller|Duties:Ship my item if bought|StrtDt:08-01-22|TotHrs/mon:3|TrdHrs/mon:0|OBA-106916|OrgNmn:Gap|Org Addr:Orem,Utah,US|OBA Nature:Clothing Sales|Invst Rel:N|Title:Employee|Duties:Clothing Sales|StrtDt:07-01-22|TotHrs/mon:32|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-05
  • S66 Uniform Combined State Law Examination
    2024-08-05

View on SEC IAPD

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