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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| VA | RA | APPROVED | 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 |
|---|---|---|---|---|
| Securian Financial Services Inc. | Midlothian | VA | 02/2016 | 05/2019 |
| Minnesota Life | Midlothian | VA | 02/2016 | 05/2019 |
| Virginia Asset Management | Midlothian | VA | 02/2016 | 05/2019 |
| Mass Mutual Life Insurance Company | Glen Allen | VA | 08/2019 | 07/2020 |
| Mml Investors Services | Glen Allen | VA | 08/2019 | 07/2020 |
| Horace Mann Companies | Springfield | IL | 09/2020 | 04/2021 |
| Horace Mann Investors Inc | Springfield | IL | 09/2020 | 04/2021 |
| Horace Mann Investors, Inc | Springfield | IL | 10/2020 | 04/2021 |
| Fidelity Invesments | Covington | KY | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-28 |
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