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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-04
UT RA APPROVED 2025-11-04
  • TX RA
    APPROVED
    Since 2025-11-04
  • UT RA
    APPROVED
    Since 2025-11-04

Branch Locations

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

Provo, 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
Footlocker Orem UT 06/2018 12/2021
Fidelity Investments Salt Lake City UT 05/2024 Present
Unemployed Provo UT 12/2021 03/2022
Dominos Pizza Provo UT 01/2017 04/2017
Ccbank Provo UT 03/2022 05/2024
Unemployed Provo UT 08/2016 01/2017
Victra Wireless Orem UT 04/2017 06/2018
  • 06/2018 → 12/2021
    Footlocker
    Orem, UT
  • 05/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 12/2021 → 03/2022
    Unemployed
    Provo, UT
  • 01/2017 → 04/2017
    Dominos Pizza
    Provo, UT
  • 03/2022 → 05/2024
    Ccbank
    Provo, UT
  • 08/2016 → 01/2017
    Unemployed
    Provo, UT
  • 04/2017 → 06/2018
    Victra Wireless
    Orem, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-30
S63 Uniform Securities Agent State Law Examination 2024-09-06
  • S66 Uniform Combined State Law Examination
    2025-10-30
  • S63 Uniform Securities Agent State Law Examination
    2024-09-06

View on SEC IAPD

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