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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 |
| WI | RA | APPROVED | 2025-03-31 |
Branch Locations
8342 3Rd Street N, Oakdale, MN 55128-5439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nccm Company | River Falls | WI | 06/2018 | 02/2020 |
| Loft | Woodbury | MN | 02/2020 | 08/2020 |
| University Of Northwestern St. Paul | St. Paul | MN | 08/2017 | 05/2018 |
| University Of Northwestern St. Paul | St. Paul | MN | 08/2017 | 05/2018 |
| Nccm Company | River Falls | WI | 05/2017 | 08/2017 |
| University Of Northwestern St. Paul | St. Paul | MN | 01/2017 | 05/2017 |
| University Of Northwestern St. Paul | St. Paul | MN | 08/2014 | 05/2018 |
| Thrivent Investment Management Inc | Glenwood City | WI | 04/2020 | 08/2021 |
| Thrivent Financial | Appleton | WI | 08/2020 | 10/2020 |
| Thrivent Financial | Appleton | WI | 10/2020 | 08/2021 |
| Fidelity Investments | Oakdale | MN | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-116349|OrgNmn:NPE, LLC|Org Addr:Hudson,Wisconsin,US|OBA Nature:Minnesota State Fair Food Buil|Invst Rel:N|Title:Partner|Duties:I am now part of the family who owns the booth and will be doing this year over year. I do not know how to put in no end date above. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-125188|OrgNmn:Parotti Family Rentals, LLC|Org Addr:Ellsworth,Wisconsin,US|OBA Nature:My husband and I own our townh|Invst Rel:Y|Title:Partner|Duties:We collect rent and maintain the home. I put the start date as the date we first rented it, but that was for a weekend, then our next renter w|StrtDt:07-04-25|TotHrs/mon:1|TrdHrs/mon:0|OBA-119513|OrgNmn:Piano Students|Org Addr:Ellworth,Wisconsin,US|OBA Nature:Teaching piano lessons.|Invst Rel:N|Title:Sole Proprietor|Duties:Teaching piano lessons|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-116551|OrgNmn:JS Rental|Org Addr:River Fall,Wisconsin,US|OBA Nature:Equipment Rental|Invst Rel:N|Title:Married to the Owner/Co-Owner|Duties:My husband is a co-owner of the company and I might help ocassionally if needed with basic marketing/decisions. There is no end-date.|StrtDt:|TotHrs/mon:0.5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-29 |
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