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Kole D. Bragg

Strategic Advisers LLC

Salt Lake City, UT

Millcreek, 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 2025-10-14
UT RA APPROVED 2025-10-14
  • TX RA
    APPROVED
    Since 2025-10-14
  • UT RA
    APPROVED
    Since 2025-10-14

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Millcreek, 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 Westlake TX 02/2022 04/2024
Fidelity Investments Salt Lake City UT 04/2024 Present
The Home Depot Roanoke TX 11/2017 01/2022
Cruising Canvases Roanoke TX 04/2014 03/2020
  • 02/2022 → 04/2024
    Fidelity Investments
    Westlake, TX
  • 04/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 11/2017 → 01/2022
    The Home Depot
    Roanoke, TX
  • 04/2014 → 03/2020
    Cruising Canvases
    Roanoke, TX
Other Businesses

OBA-128434|OrgNmn:KolesPottery|Org Addr:Kaysville,Utah,US|OBA Nature:Planning to begin to try and s|Invst Rel:N|Title:Sole Proprietor|Duties:Sell, Ship and provide customer service|StrtDt:03-23-26|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-10
S63 Uniform Securities Agent State Law Examination 2024-08-01
  • S66 Uniform Combined State Law Examination
    2025-10-10
  • S63 Uniform Securities Agent State Law Examination
    2024-08-01
Other Names
  • Kole D Bragg
  • Kole Bragg

View on SEC IAPD

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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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