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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

Davison, MI • United States

10811 S Saginaw St, Grand Blanc, MI 48439-2706 • 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 Blanc MI 03/2023 Present
Steve Robbins State Farm Imlay City MI 08/2022 02/2023
Patrice Weston State Farm Port Charlotte FL 07/2021 08/2022
Steve Robbins State Farm Imlay City MI 05/2018 07/2021
Svsu Scott L Carmona College Of Business University Center MI 01/2019 04/2021
Armark University Center MI 01/2018 05/2018
Saginaw Valley State University University Center MI 08/2017 05/2021
Garrison-Ross Insurance Agency Davison MI 06/2016 08/2017
Davison High School Davison MI 08/2015 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    Grand Blanc, MI
  • 08/2022 → 02/2023
    Steve Robbins State Farm
    Imlay City, MI
  • 07/2021 → 08/2022
    Patrice Weston State Farm
    Port Charlotte, FL
  • 05/2018 → 07/2021
    Steve Robbins State Farm
    Imlay City, MI
  • 01/2019 → 04/2021
    Svsu Scott L Carmona College Of Business
    University Center, MI
  • 01/2018 → 05/2018
    Armark
    University Center, MI
  • 08/2017 → 05/2021
    Saginaw Valley State University
    University Center, MI
  • 06/2016 → 08/2017
    Garrison-Ross Insurance Agency
    Davison, MI
  • 08/2015 → 06/2017
    Davison High School
    Davison, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Davison, MI
    Grand Blanc, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-20
S63 Uniform Securities Agent State Law Examination 2023-09-11
  • S65 Uniform Investment Adviser Law Examination
    2024-11-20
  • S63 Uniform Securities Agent State Law Examination
    2023-09-11

View on SEC IAPD

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