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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

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

Middleville, 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 Grand Rapids MI 07/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2014 → Present
    Fidelity Investments
    Grand Rapids, 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
    Grand Rapids, MI
    Middleville, MI
  • 2016-03-22 → 2018-07-13
    South Bend, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-01
S63 Uniform Securities Agent State Law Examination 2014-10-27
  • S66 Uniform Combined State Law Examination
    2015-12-01
  • S63 Uniform Securities Agent State Law Examination
    2014-10-27
Other Names
  • Benjamin Franklin Dehoog

View on SEC IAPD

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