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Kalvin P Stinger

Strategic Advisers LLC

Salt Lake City, UT

Kaysville, 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

Kaysville, 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 03/2024 Present
Doordash San Fransisco CA 05/2020 03/2024
Suu Cedar City UT 08/2020 12/2023
Instacart San Fransisco CA 01/2024 03/2024
Generation Floors Kaysville UT 05/2021 03/2024
Unemployed Kaysville UT 01/2012 05/2020
Vivint Provo UT 05/2022 08/2023
Fidelity Investments Boston MA 03/2025 Present
  • 03/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 05/2020 → 03/2024
    Doordash
    San Fransisco, CA
  • 08/2020 → 12/2023
    Suu
    Cedar City, UT
  • 01/2024 → 03/2024
    Instacart
    San Fransisco, CA
  • 05/2021 → 03/2024
    Generation Floors
    Kaysville, UT
  • 01/2012 → 05/2020
    Unemployed
    Kaysville, UT
  • 05/2022 → 08/2023
    Vivint
    Provo, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Farmington, UT
    Salt Lake City, UT
Other Businesses

OBA-108600|OrgNmn:Doordash|Org Addr:san fransi,California,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Independent Contractor|Duties:Side hustle, less than 1 hour a week|StrtDt:05-05-20|TotHrs/mon:1|TrdHrs/mon:1|OBA-130416|OrgNmn:Amazon|Org Addr:Seattle,Washington,US|OBA Nature:Amazon Affiliate|Invst Rel:N|Title:Independent Contractor|Duties:Posting links for amazon products|StrtDt:05-25-26|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-03
S63 Uniform Securities Agent State Law Examination 2024-06-05
  • S66 Uniform Combined State Law Examination
    2025-02-03
  • S63 Uniform Securities Agent State Law Examination
    2024-06-05
Other Names
  • Kalvin P Stinger
  • Kalvin Stinger

View on SEC IAPD

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LPL FINANCIAL LLC
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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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