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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

Eagle Mountain, 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
Keybank Salt Lake City UT 06/2023 05/2024
Riverton Chevrolet South Jordan UT 07/2021 01/2022
Intermountain Farmers Association Riverton UT 02/2018 07/2021
Doug Smith Autoplex American Fork UT 01/2022 06/2023
Unemployed Riverton UT 04/2002 02/2018
Fidelity Investments Salt Lake City UT 06/2024 Present
  • 06/2023 → 05/2024
    Keybank
    Salt Lake City, UT
  • 07/2021 → 01/2022
    Riverton Chevrolet
    South Jordan, UT
  • 02/2018 → 07/2021
    Intermountain Farmers Association
    Riverton, UT
  • 01/2022 → 06/2023
    Doug Smith Autoplex
    American Fork, UT
  • 04/2002 → 02/2018
    Unemployed
    Riverton, UT
  • 06/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-30
S63 Uniform Securities Agent State Law Examination 2024-10-04
  • S66 Uniform Combined State Law Examination
    2025-06-30
  • S63 Uniform Securities Agent State Law Examination
    2024-10-04
Other Names
  • Casey C Hardy
  • Casey Hardy

View on SEC IAPD

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