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Timothy Mulligan

Strategic Advisers LLC

Salt Lake City, UT

Payson, 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 2025-09-03
UT RA APPROVED 2025-09-03
  • TX RA
    APPROVED
    Since 2025-09-03
  • UT RA
    APPROVED
    Since 2025-09-03

Branch Locations

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

Payson, 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 Salt Lake City UT 07/2024 Present
Sepherion Springville UT 05/2019 08/2019
Elwood Staffing Spanish Fork UT 02/2021 04/2021
My Fast Pc Provo UT 12/2017 01/2018
Infinity Consultants Lehi UT 08/2016 12/2017
Progrexion Provo UT 03/2019 04/2019
Carpe Diem Workshop Spanish Fork UT 04/2021 09/2022
Mccarthy General Contractor Marysville WA 04/2023 07/2024
Grifols Spanish Fork UT 04/2021 09/2021
Us Army Reserve Salt Lake City UT 04/2015 04/2021
Advanced Healthcare Of Salem Salem UT 08/2019 10/2020
Amazon Las Vegas NV 05/2024 07/2024
Terracove Provo UT 09/2022 04/2023
  • 07/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 05/2019 → 08/2019
    Sepherion
    Springville, UT
  • 02/2021 → 04/2021
    Elwood Staffing
    Spanish Fork, UT
  • 12/2017 → 01/2018
    My Fast Pc
    Provo, UT
  • 08/2016 → 12/2017
    Infinity Consultants
    Lehi, UT
  • 03/2019 → 04/2019
    Progrexion
    Provo, UT
  • 04/2021 → 09/2022
    Carpe Diem Workshop
    Spanish Fork, UT
  • 04/2023 → 07/2024
    Mccarthy General Contractor
    Marysville, WA
  • 04/2021 → 09/2021
    Grifols
    Spanish Fork, UT
  • 04/2015 → 04/2021
    Us Army Reserve
    Salt Lake City, UT
  • 08/2019 → 10/2020
    Advanced Healthcare Of Salem
    Salem, UT
  • 05/2024 → 07/2024
    Amazon
    Las Vegas, NV
  • 09/2022 → 04/2023
    Terracove
    Provo, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-10-09
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-10-09
Other Names
  • Timothy Mulligan
  • Timothy James Mulligan

View on SEC IAPD

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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

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MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
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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