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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Apple Valley | MN | 06/2016 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Minneapolis | MN | 09/2017 | 11/2018 |
| Bank Of America, N.A. | Minneapolis | MN | 09/2017 | 11/2018 |
| E*Trade Securities Llc | Edina | MN | 11/2018 | 08/2020 |
| E*Trade Capital Management Llc | Edina | MN | 11/2018 | 08/2020 |
| Fidelity Investments | Edina | MN | 09/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-132884|OrgNmn:Rivertown Landing LLC|Org Addr:Hastings,Minnesota,US|OBA Nature:Wine Bar|Invst Rel:N|Title:Partner|Duties:I am a 50% owner in the business, my spouse owns the other 50%. Intially, my role will be to help her establish the business by negotiating co|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-07 |
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