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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

251 University Avenue, Palo Alto, CA 94301-1714 • United States

Burlingame, CA • 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 Palo Alto CA 01/2023 Present
Workforce Software Livonia MI 04/2020 01/2023
Credit Acceptance Corporation Southfield MI 06/2016 03/2020
Baker And Associates Realty Group Warren MI 03/2016 10/2021
Shipt Southfield MI 06/2018 08/2018
Empowerment And Development Housing Resource Center Warren MI 09/2018 01/2023
Mpf Services Llc Oak Park MI 01/2022 12/2022
517 Llc Lake Orion MI 11/2021 01/2023
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Palo Alto, CA
  • 04/2020 → 01/2023
    Workforce Software
    Livonia, MI
  • 06/2016 → 03/2020
    Credit Acceptance Corporation
    Southfield, MI
  • 03/2016 → 10/2021
    Baker And Associates Realty Group
    Warren, MI
  • 06/2018 → 08/2018
    Shipt
    Southfield, MI
  • 09/2018 → 01/2023
    Empowerment And Development Housing Resource Center
    Warren, MI
  • 01/2022 → 12/2022
    Mpf Services Llc
    Oak Park, MI
  • 11/2021 → 01/2023
    517 Llc
    Lake Orion, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palo Alto, CA
Other Businesses

OBA-96059|OrgNmn:Lineage Investments LLC|Org Addr:Shelby Twp,Michigan,US|OBA Nature:Family owned real estate inves|Invst Rel:Y|Title:Partner|Duties:Silent partner|StrtDt:09-01-22|TotHrs/mon:1|TrdHrs/mon:0|OBA-96007|OrgNmn:Empowerment and Development Housing Resource Center|Org Addr:warren,Michigan,US|OBA Nature:EDHRC provides on a non-profit|Invst Rel:N|Title:Director|Duties:Provide housing counseling and financial literacy services. Provide general recommendations on budgeting, saving and debt management.|StrtDt:07-01-18|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-10-17
S65 Uniform Investment Adviser Law Examination 2022-10-04
  • S63 Uniform Securities Agent State Law Examination
    2022-10-17
  • S65 Uniform Investment Adviser Law Examination
    2022-10-04
Designations

View on SEC IAPD

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