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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial | Minneapolis | MN | 06/2017 | 05/2019 |
| University Of Wisconsin- La Crosse | La Crosse | WI | 04/2017 | 05/2017 |
| Charmant Hotel | La Crosse | WI | 09/2016 | 04/2017 |
| Fidelity Investments | Edina | MN | 06/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-11 |
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