Best Investors Account Sign in
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

Syracuse, 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
Podium Lehi UT 07/2023 10/2023
Sunrun Corona CA 05/2022 07/2023
Fidelity Investments Salt Lake City UT 03/2024 Present
United Parcel Service Ogden UT 11/2023 03/2024
Unemployed Layton UT 01/2013 04/2020
Aptive Environmental Provo UT 05/2020 04/2022
United Parcel Service Salt Lake City UT 08/2020 01/2021
Fidelity Investments Boston MA 03/2025 Present
  • 07/2023 → 10/2023
    Podium
    Lehi, UT
  • 05/2022 → 07/2023
    Sunrun
    Corona, CA
  • 03/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 11/2023 → 03/2024
    United Parcel Service
    Ogden, UT
  • 01/2013 → 04/2020
    Unemployed
    Layton, UT
  • 05/2020 → 04/2022
    Aptive Environmental
    Provo, UT
  • 08/2020 → 01/2021
    United Parcel Service
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Syracuse, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-14
  • S66 Uniform Combined State Law Examination
    2024-08-14

View on SEC IAPD

More in Syracuse, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor