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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-10 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc. | St. Paul | MN | 11/2017 | 05/2019 |
| Minnesota Life | St. Paul | MN | 11/2017 | 04/2019 |
| Securian Financial Advisors Of Great Lakes | Novi | MI | 11/2017 | 05/2019 |
| King's Kids Early Education & Learning Center | Raleigh | NC | 02/2016 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Okemos | MI | 05/2019 | 09/2021 |
| Bank Of America, N.A | Okemos | MI | 05/2019 | 09/2021 |
| Fidelity Investments | Durham | NC | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-28 |
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