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Benson Lockhart

Strategic Advisers LLC

Salt Lake City, UT

Vineyard, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Vineyard, 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
Resolve Pest Control La LA 07/2018 09/2018
Fidelity Investments Salt Lake City UT 03/2024 Present
Los Hermanos Mexican Restaurant Ut UT 01/2018 05/2020
Foothills Mattress And Furniture Az AZ 08/2017 11/2017
Unemployed Ut UT 01/2014 08/2017
Telos Academy | Ut UT 01/2020 02/2024
Aptive Environmental Ut UT 04/2018 07/2018
Mcwane Ductile Ut UT 03/2023 08/2023
Moxie Pest Control Ut UT 04/2019 08/2019
Ussynthetic Ut UT 11/2017 01/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → 09/2018
    Resolve Pest Control
    La, LA
  • 03/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 01/2018 → 05/2020
    Los Hermanos Mexican Restaurant
    Ut, UT
  • 08/2017 → 11/2017
    Foothills Mattress And Furniture
    Az, AZ
  • 01/2014 → 08/2017
    Unemployed
    Ut, UT
  • 01/2020 → 02/2024
    Telos Academy |
    Ut, UT
  • 04/2018 → 07/2018
    Aptive Environmental
    Ut, UT
  • 03/2023 → 08/2023
    Mcwane Ductile
    Ut, UT
  • 04/2019 → 08/2019
    Moxie Pest Control
    Ut, UT
  • 11/2017 → 01/2018
    Ussynthetic
    Ut, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Orem, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-18
  • S66 Uniform Combined State Law Examination
    2024-06-18

View on SEC IAPD

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Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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