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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 |
|---|---|---|---|---|
| Wealth Enhancement Group | Plymouth | MN | 10/2015 | 02/2017 |
| Unemployed | Apple Valley | MN | 02/2017 | 07/2017 |
| Monica Eckberg | Edina | MN | 07/2018 | 07/2018 |
| Northwestern Mutual Investment Services Llc | Edina | MN | 07/2017 | 07/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2017 | 07/2018 |
| The Prudential Insurance Company Of America | Plymouth | MN | 07/2018 | 04/2021 |
| Pruco Securities Llc. | Plymouth | MN | 07/2018 | 04/2021 |
| Prudential Customer Solutions Llc | Plymouth | MN | 07/2018 | 12/2020 |
| Fidelity Investments | Chaska | MN | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-19 |
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