Derek J. Graham

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2025-08-28
TX	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Ameriprise Financial Services Inc	Minneapolis	MN	08/2020	08/2021
Southwest Christian High School	Chaska	MN	08/2013	08/2017
Liberty University	Lynchburg	VA	08/2017	05/2020
Vantage Point Wealth Management	Chanhassen	MN	05/2020	08/2020
Trinity Lutheran Church & School	Waconia	MN	08/2016	04/2017
Superior Lawn & Landscape	St. Bonifacious	MN	05/2017	08/2018
London Foggers	Long Lake	MN	06/2019	08/2019
Zips Car Wash	Lynchburg	VA	01/2020	03/2020
Liberty University Center For Financial Literacy	Lynchburg	VA	08/2019	05/2020
Fidelity Investments	Merrimack	NH	08/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2020 → 08/2021

Ameriprise Financial Services Inc

Minneapolis, MN
08/2013 → 08/2017

Southwest Christian High School

Chaska, MN
08/2017 → 05/2020

Liberty University

Lynchburg, VA
05/2020 → 08/2020

Vantage Point Wealth Management

Chanhassen, MN
08/2016 → 04/2017

Trinity Lutheran Church & School

Waconia, MN
05/2017 → 08/2018

Superior Lawn & Landscape

St. Bonifacious, MN
06/2019 → 08/2019

London Foggers

Long Lake, MN
01/2020 → 03/2020

Zips Car Wash

Lynchburg, VA
08/2019 → 05/2020

Liberty University Center For Financial Literacy

Lynchburg, VA
08/2021 → Present

Fidelity Investments

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-26