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Katherine Wolfe

Strategic Advisers LLC

Canton, 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 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Canton, 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
Michigan State University East Lansing MI 01/2014 05/2017
First Veterinary Supply Livonia MI 06/2017 08/2021
Unemployed Denver CO 09/2021 01/2022
Fidelity Investments Greenwood Village CO 01/2022 Present
Remax Plymouth MI 06/2013 01/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 05/2017
    Michigan State University
    East Lansing, MI
  • 06/2017 → 08/2021
    First Veterinary Supply
    Livonia, MI
  • 09/2021 → 01/2022
    Unemployed
    Denver, CO
  • 01/2022 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 06/2013 → 01/2017
    Remax
    Plymouth, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Canton, MI
Other Businesses

OBA-66005|OrgNmn:DoorDash|Org Addr:San Franci,California,US|OBA Nature:Food Courier Service|Invst Rel:N|Title:Independent Contractor|Duties:Pick up food from qualified restaurants, and deliver to customers|StrtDt:01-26-22|TotHrs/mon:20|TrdHrs/mon:0|OBA-65794|OrgNmn:Uber|Org Addr:San Franci,California,US|OBA Nature:Uber Eats food delivery servic|Invst Rel:N|Title:Independent Contractor|Duties:Pick up food from qualified restaurants and deliver to customer on weekends or outside business hours.|StrtDt:01-26-22|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-07
  • S66 Uniform Combined State Law Examination
    2022-06-07
Other Names
  • Katherine Rose Mitra
  • Katie Wolfe
  • Katie Mitra
  • Katherine Wolfe
  • Katherine Mitra
  • Kate Wolfe
  • Katherine Rose Wolfe
  • Katherine Rose Mitra

View on SEC IAPD

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