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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New York | NY | 05/2001 | 08/2017 |
| Northwestern Mutual Investment Services, Inc | Minneapolis | MN | 01/2018 | 12/2018 |
| Julie Hetland | Minneapolis | MN | 01/2018 | 12/2018 |
| Unemployed | Minneapolis | MN | 09/2017 | 12/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2018 | 12/2018 |
| U.S. Bancorp Investments, Inc. | Minneapolis | MN | 01/2019 | 04/2021 |
| Fidelity Investments | Maple Grove | MN | 05/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-15 |
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