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

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
Five Star Print And Promotion (Self Employed) Ut UT 07/2017 03/2024
Eleveate Printing Ut UT 01/2019 01/2020
High School And College Salt Lake City UT 08/2014 12/2021
Hand And Orthopedic Physical Therpy Ut UT 08/2017 03/2018
Figure Financial (Erc Pros Self Employed) Ut UT 02/2022 03/2024
Adak Stratgeis (Self Employeed)| Ut UT 09/2023 03/2024
Fidelity Investments Salt Lake City UT 04/2024 Present
Sportsmans Warehouse Ut UT 05/2020 02/2021
Fidelity Investments Boston MA 03/2025 Present
  • 07/2017 → 03/2024
    Five Star Print And Promotion (Self Employed)
    Ut, UT
  • 01/2019 → 01/2020
    Eleveate Printing
    Ut, UT
  • 08/2014 → 12/2021
    High School And College
    Salt Lake City, UT
  • 08/2017 → 03/2018
    Hand And Orthopedic Physical Therpy
    Ut, UT
  • 02/2022 → 03/2024
    Figure Financial (Erc Pros Self Employed)
    Ut, UT
  • 09/2023 → 03/2024
    Adak Stratgeis (Self Employeed)|
    Ut, UT
  • 04/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 05/2020 → 02/2021
    Sportsmans Warehouse
    Ut, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Salt Lake City, UT
Other Businesses

OBA-108879|OrgNmn:Five Star Print and promo|Org Addr:Salt lake ,Utah,US|OBA Nature:Printing and Promotional Produ|Invst Rel:N|Title:Independent Contractor|Duties:Mostly deliviering goods, sometimes sales and production |StrtDt:03-01-17|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-26
  • S66 Uniform Combined State Law Examination
    2024-07-26

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