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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| WI | RA | APPROVED | 2025-03-31 |
Branch Locations
600 N Barker Road, Brookfield, WI 53045-5982 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Milwaukee | WI | 01/2020 | Present |
| Aon Consulting, Inc. | Lincolnshire | IL | 05/2018 | 11/2019 |
| Target Corporation | Waukesha | WI | 11/2019 | 12/2019 |
| Full Time Education | Des Moines | IA | 08/2014 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-15 |
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