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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Sandy, UT • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lumen Ut UT 05/2019 11/2023
Insidesales.COm Ut UT 05/2014 10/2016
Lumen Ut UT 04/2018 04/2019
Home Depot Ut UT 10/2019 01/2024
Fidelity Investments Salt Lake City UT 02/2024 Present
Imaging Concepts Ut UT 06/2017 03/2018
Revver Ut UT 11/2016 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 11/2023
    Lumen
    Ut, UT
  • 05/2014 → 10/2016
    Insidesales.COm
    Ut, UT
  • 04/2018 → 04/2019
    Lumen
    Ut, UT
  • 10/2019 → 01/2024
    Home Depot
    Ut, UT
  • 02/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 06/2017 → 03/2018
    Imaging Concepts
    Ut, UT
  • 11/2016 → 05/2017
    Revver
    Ut, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Sandy, UT
Other Businesses

OBA-107145|OrgNmn:Home Depot|Org Addr:American F,Utah,US|OBA Nature:I work part-time as a hardware|Invst Rel:N|Title:Hardware Associate|Duties:Helping customers|StrtDt:10-18-19|TotHrs/mon:65|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-01
  • S66 Uniform Combined State Law Examination
    2024-08-01
Other Names
  • Bradley W Zollinger
  • Bradley Zollinger

View on SEC IAPD

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