Best Investors Account Sign in

Mark Paul Ekwall

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, UT

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-07-10
TX RA APPROVED 2025-07-09
  • UT RA
    APPROVED
    Since 2025-07-10
  • TX RA
    APPROVED
    Since 2025-07-09

Branch Locations

Salt Lake City, 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
Trader Joes Company Salt Lake City UT 01/2006 08/2022
Fidelity Investments Salt Lake City UT 03/2024 Present
Happy Honu Trading And Training Salt Lake City UT 09/2022 02/2024
  • 01/2006 → 08/2022
    Trader Joes Company
    Salt Lake City, UT
  • 03/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 09/2022 → 02/2024
    Happy Honu Trading And Training
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-30
S63 Uniform Securities Agent State Law Examination 2024-07-01
  • S66 Uniform Combined State Law Examination
    2025-06-30
  • S63 Uniform Securities Agent State Law Examination
    2024-07-01
Other Names
  • Mark P Ekwall
  • Mark Ekwall

View on SEC IAPD

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor