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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 04/2011 | 03/2022 |
| Fidelity Investments | Broomfield | CO | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-67505|OrgNmn:Cakes, LLC|Org Addr:St Louis P,Minnesota,US|OBA Nature:Limited Liability Corporation|Invst Rel:Y|Title:Officer|Duties:We collect rent and provide maintenance and repair, as needed.|StrtDt:06-28-21|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-67509|OrgNmn:SoDak Partners, LLC|Org Addr:Minneapoli,Minnesota,US|OBA Nature:This LLC houses Kentaurus Hold|Invst Rel:Y|Title:Part Owner|Duties:I invested into the business and do not have duties beyond that.|StrtDt:10-15-20|TotHrs/mon:0.1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-13 |
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