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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Clearfield, 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
Discovery Ranch For Girls Cedar City UT 05/2019 02/2020
American Sleep Dentistry Cedar City UT 05/2021 11/2021
Sutherlands Price UT 04/2016 06/2017
Utah Behavior Services Cedar City UT 02/2021 05/2021
Cedar Ridge Family Medicine Cedar City UT 10/2018 02/2021
Fidelity Investments Salt Lake City UT 09/2022 Present
Carbon High School Price UT 08/2015 05/2017
Bridge Realty Price UT 06/2017 10/2018
Solera National Bank Cedar City UT 11/2021 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 02/2020
    Discovery Ranch For Girls
    Cedar City, UT
  • 05/2021 → 11/2021
    American Sleep Dentistry
    Cedar City, UT
  • 04/2016 → 06/2017
    Sutherlands
    Price, UT
  • 02/2021 → 05/2021
    Utah Behavior Services
    Cedar City, UT
  • 10/2018 → 02/2021
    Cedar Ridge Family Medicine
    Cedar City, UT
  • 09/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2015 → 05/2017
    Carbon High School
    Price, UT
  • 06/2017 → 10/2018
    Bridge Realty
    Price, UT
  • 11/2021 → 08/2022
    Solera National Bank
    Cedar City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Clearfield, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-23
  • S66 Uniform Combined State Law Examination
    2024-12-23

View on SEC IAPD

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