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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

South Lyon, MI • 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
Principal Life Insurance Company Lansing MI 09/2016 06/2017
Principal Securities Inc Lansing MI 09/2016 06/2017
London Financial Services, Inc Lansing MI 10/2015 04/2021
Minnesota Life St. Paul MN 07/2017 04/2020
Securian Financial Services Inc. St. Paul MN 07/2017 04/2020
Securian Financial Advisors Of The Great Lakes Novi MI 07/2017 04/2020
Aaron's Ann Arbor MI 05/2020 09/2020
Pure Benefits Of Michigan Howell MI 09/2020 03/2021
London Financial, Llc South Lyon MI 06/2018 04/2021
Fidelity Investments Covington KY 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 06/2017
    Principal Life Insurance Company
    Lansing, MI
  • 09/2016 → 06/2017
    Principal Securities Inc
    Lansing, MI
  • 10/2015 → 04/2021
    London Financial Services, Inc
    Lansing, MI
  • 07/2017 → 04/2020
    Minnesota Life
    St. Paul, MN
  • 07/2017 → 04/2020
    Securian Financial Services Inc.
    St. Paul, MN
  • 07/2017 → 04/2020
    Securian Financial Advisors Of The Great Lakes
    Novi, MI
  • 05/2020 → 09/2020
    Aaron's
    Ann Arbor, MI
  • 09/2020 → 03/2021
    Pure Benefits Of Michigan
    Howell, MI
  • 06/2018 → 04/2021
    London Financial, Llc
    South Lyon, MI
  • 04/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2017-11-10 → 2020-04-29
    Securian Financial Services, Inc.
    Novi, MI
Other Businesses

OBA-119356|OrgNmn:London Financial LLC|Org Addr:South Lyon,Michigan,US|OBA Nature:Financial Services - requestin|Invst Rel:Y|Title:Officer|Duties:none, just need to open a back to cash residual checks|StrtDt:|TotHrs/mon:11|TrdHrs/mon:1|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-30
S63 Uniform Securities Agent State Law Examination 2016-01-29
  • S66 Uniform Combined State Law Examination
    2017-10-30
  • S63 Uniform Securities Agent State Law Examination
    2016-01-29

View on SEC IAPD

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