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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-03-06
TX RA APPROVED 2026-03-06
  • MI RA
    APPROVED
    Since 2026-03-06
  • TX RA
    APPROVED
    Since 2026-03-06

Branch Locations

44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616 • United States

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
Albion College Albion MI 09/2019 12/2022
Moose Ridge Golf Course South Lyon MI 06/2018 08/2020
Unemployed South Lyon MI 07/2015 11/2017
Albion College Albion MI 01/2022 12/2022
Moose Ridge Golf Course South Lyon MI 04/2025 07/2025
D&G Natures Way Brighton MI 08/2024 11/2024
Fidelity Investments Novi MI 08/2025 Present
Xgolf Brighton Brighton MI 01/2025 07/2025
South Lyon Hotel South Lyon MI 11/2017 12/2018
Toarminas Pizza South Lyon MI 12/2020 01/2022
Upco Waste Service Milford MI 01/2023 07/2024
Unemployed South Lyon MI 12/2024 12/2024
  • 09/2019 → 12/2022
    Albion College
    Albion, MI
  • 06/2018 → 08/2020
    Moose Ridge Golf Course
    South Lyon, MI
  • 07/2015 → 11/2017
    Unemployed
    South Lyon, MI
  • 01/2022 → 12/2022
    Albion College
    Albion, MI
  • 04/2025 → 07/2025
    Moose Ridge Golf Course
    South Lyon, MI
  • 08/2024 → 11/2024
    D&G Natures Way
    Brighton, MI
  • 08/2025 → Present
    Fidelity Investments
    Novi, MI
  • 01/2025 → 07/2025
    Xgolf Brighton
    Brighton, MI
  • 11/2017 → 12/2018
    South Lyon Hotel
    South Lyon, MI
  • 12/2020 → 01/2022
    Toarminas Pizza
    South Lyon, MI
  • 01/2023 → 07/2024
    Upco Waste Service
    Milford, MI
  • 12/2024 → 12/2024
    Unemployed
    South Lyon, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-26
  • S66 Uniform Combined State Law Examination
    2026-02-26

View on SEC IAPD

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