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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

Salt Lake City, 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
Mitchell Barlow Mansfield Salt Lake City UT 06/2015 12/2017
Advantis Global San Francisco CA 06/2019 12/2019
Fidelity Investments Salt Lake City UT 07/2024 Present
Hanalei Holding Llc Salt Lake City UT 01/2021 04/2023
Influential Llc Mesa AZ 09/2023 01/2024
Love Communications Salt Lake City UT 01/2018 12/2018
Deseret News Corporatin Salt Lake City UT 08/2017 12/2017
Lululemon Athletica Salt Lake City UT 09/2020 01/2021
Cpy Trolley Square, Inc. Salt Lake City UT 08/2023 05/2024
Ldt Chef Services Llc Salt Lake City UT 06/2014 05/2024
Edible Arrangements Salt Lake City UT 01/2020 08/2020
Cauthen Family San Francisco CA 01/2019 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 12/2017
    Mitchell Barlow Mansfield
    Salt Lake City, UT
  • 06/2019 → 12/2019
    Advantis Global
    San Francisco, CA
  • 07/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 01/2021 → 04/2023
    Hanalei Holding Llc
    Salt Lake City, UT
  • 09/2023 → 01/2024
    Influential Llc
    Mesa, AZ
  • 01/2018 → 12/2018
    Love Communications
    Salt Lake City, UT
  • 08/2017 → 12/2017
    Deseret News Corporatin
    Salt Lake City, UT
  • 09/2020 → 01/2021
    Lululemon Athletica
    Salt Lake City, UT
  • 08/2023 → 05/2024
    Cpy Trolley Square, Inc.
    Salt Lake City, UT
  • 06/2014 → 05/2024
    Ldt Chef Services Llc
    Salt Lake City, UT
  • 01/2020 → 08/2020
    Edible Arrangements
    Salt Lake City, UT
  • 01/2019 → 06/2019
    Cauthen Family
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Salt Lake City, UT
Other Businesses

OBA-125271|OrgNmn:Lori Tolbert Catering|Org Addr:Salt Lake ,Utah,US|OBA Nature:Catering Business|Invst Rel:N|Title:Employee|Duties:I help bus tables and help set up for events for the caterer|StrtDt:11-17-25|TotHrs/mon:10|TrdHrs/mon:0|OBA-111440|OrgNmn:Lori Tolbert Catering|Org Addr:Salt Lake ,Utah,US|OBA Nature:Catering Business|Invst Rel:N|Title:Employee|Duties:A few times a month I work shifts for the Caterer that usually are 1-6 hour shifts|StrtDt:07-15-21|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-10
  • S66 Uniform Combined State Law Examination
    2024-11-10
Other Names
  • Abigail H Park
  • Abigail Park

View on SEC IAPD

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