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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-05-11
  • MI RA
    APPROVED
    Since 2026-05-11

Branch Locations

3480 28Th Street Se, Grand Rapids, MI 49512-1602 • United States

Grand Rapids, 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
Unemployed Frankfort IL 01/2013 06/2017
Wine Thief Frankfort IL 06/2017 08/2020
Unemployed Allendale MI 08/2020 03/2023
Gr Liquidators Hudsonville MI 03/2023 07/2023
Unemployed Allendale MI 07/2023 01/2024
College Works Painting Grand Rapids MI 01/2024 08/2024
Unemployed Allendale MI 08/2024 05/2025
Northwestern Mutual Grand Rapids MI 05/2025 08/2025
Unemployed Grand Rapids MI 08/2025 12/2025
Fidelity Investments Grand Rapids MI 12/2025 Present
  • 01/2013 → 06/2017
    Unemployed
    Frankfort, IL
  • 06/2017 → 08/2020
    Wine Thief
    Frankfort, IL
  • 08/2020 → 03/2023
    Unemployed
    Allendale, MI
  • 03/2023 → 07/2023
    Gr Liquidators
    Hudsonville, MI
  • 07/2023 → 01/2024
    Unemployed
    Allendale, MI
  • 01/2024 → 08/2024
    College Works Painting
    Grand Rapids, MI
  • 08/2024 → 05/2025
    Unemployed
    Allendale, MI
  • 05/2025 → 08/2025
    Northwestern Mutual
    Grand Rapids, MI
  • 08/2025 → 12/2025
    Unemployed
    Grand Rapids, MI
  • 12/2025 → Present
    Fidelity Investments
    Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-22
  • S66 Uniform Combined State Law Examination
    2025-09-22

View on SEC IAPD

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