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Latasha Shackelford

Strategic Advisers LLC

Grand Blanc, MI

Lake Orion, MI

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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

10811 S Saginaw St, Grand Blanc, MI 48439-2706 • United States

Lake Orion, 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
Fidelity Investments Farmington Hills MI 07/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → Present
    Fidelity Investments
    Farmington Hills, MI
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Novi, MI
    Lake Orion, MI
  • 2015-01-15 → 2018-07-13
    Strategic Advisers Llc
    Novi, MI
Other Businesses

OBA-127454|OrgNmn:Legacy Impact LLC|Org Addr:Lake Orion,Michigan,US|OBA Nature:Initially set this LLC up for |Invst Rel:N|Title:Sole Proprietor|Duties:I will at my leisure, buy herbs and then package them in various blends to sell. |StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-14
S63 Uniform Securities Agent State Law Examination 2013-12-30
  • S66 Uniform Combined State Law Examination
    2015-01-14
  • S63 Uniform Securities Agent State Law Examination
    2013-12-30
Other Names
  • Latasha Lashall Evans
  • Latasha Lashall Evans-Berry

View on SEC IAPD

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MORGAN STANLEY · Grand Blanc, MI
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EDWARD JONES · GRAND BLANC, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Grand Blanc, MI
AMERIPRISE FINANCIAL SERVICES, LLC · GRAND BLANC, MI
MAINSTAY CAPITAL MANAGEMENT, LLC · GRAND BLANC, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Grand Blanc, MI
CG ADVISORY SERVICES · Grand Blanc, MI

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