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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

Detroit, 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
Charles Schwab & Co., Inc. Indianapolis IN 07/2022 01/2023
Deloitte & Touche Llp Detroit MI 06/2019 08/2019
Michigan State University East Lansing MI 09/2018 05/2019
Michigan State University East Lansing MI 08/2018 12/2021
Rocksolid Exteriors Mount Clemens MI 05/2022 07/2022
Metropolitan Concrete Sterling Heights MI 06/2020 05/2022
Elegant Stamped Concrete Macomb MI 05/2020 06/2020
Elegant Stamped Concrete Macomb MI 05/2019 06/2019
Artistic Stamped Concrete Imlay City MI 06/2018 08/2018
Student St. Clair MI 08/2017 06/2018
Italia Construction Washington MI 06/2017 08/2017
Student Imlay City MI 07/2012 06/2017
Fidelity Investments Indianapolis IN 03/2023 Present
Distinguish Development Macomb MI 07/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → 01/2023
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 06/2019 → 08/2019
    Deloitte & Touche Llp
    Detroit, MI
  • 09/2018 → 05/2019
    Michigan State University
    East Lansing, MI
  • 08/2018 → 12/2021
    Michigan State University
    East Lansing, MI
  • 05/2022 → 07/2022
    Rocksolid Exteriors
    Mount Clemens, MI
  • 06/2020 → 05/2022
    Metropolitan Concrete
    Sterling Heights, MI
  • 05/2020 → 06/2020
    Elegant Stamped Concrete
    Macomb, MI
  • 05/2019 → 06/2019
    Elegant Stamped Concrete
    Macomb, MI
  • 06/2018 → 08/2018
    Artistic Stamped Concrete
    Imlay City, MI
  • 08/2017 → 06/2018
    Student
    St. Clair, MI
  • 06/2017 → 08/2017
    Italia Construction
    Washington, MI
  • 07/2012 → 06/2017
    Student
    Imlay City, MI
  • 03/2023 → Present
    Fidelity Investments
    Indianapolis, IN
  • 07/2018 → 08/2018
    Distinguish Development
    Macomb, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Indianapolis, IN
    Lansing, MI
Other Businesses

OBA-132207|OrgNmn:Rental income|Org Addr:Detroit,Michigan,US|OBA Nature:Landlord|Invst Rel:Y|Title:Landlord|Duties:just landlord activities|StrtDt:07-26-26|TotHrs/mon:8|TrdHrs/mon:0|OBA-128377|OrgNmn:Concrete patios|Org Addr:Lansing,Michigan,US|OBA Nature:Forming and pouring concrete d|Invst Rel:N|Title:Concrete Finisher|Duties:My duty would be simply framing and pouring a concrete slab in my free time.|StrtDt:04-04-26|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-15
S63 Uniform Securities Agent State Law Examination 2023-01-09
  • S66 Uniform Combined State Law Examination
    2024-02-15
  • S63 Uniform Securities Agent State Law Examination
    2023-01-09

View on SEC IAPD

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