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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Northbrook | IL | 06/2020 | 06/2021 |
| Jpmorgan Securities Llc | Northbrook | IL | 06/2020 | 06/2021 |
| Jpmorgan Chase Bank Na | Northbrook | IL | 05/2019 | 08/2019 |
| Us Bank | Minneapolis | MN | 05/2018 | 08/2018 |
| Viking Engineering & Development Inc | Minneapolis | MN | 06/2017 | 08/2017 |
| Carlson School Of Management University Of Minnesota | Minneapolis | MN | 09/2017 | 05/2020 |
| Unemployed | Woodbury | MN | 06/2010 | 05/2017 |
| Carlson School Of Management University Of Minnesota | Minneapolis | MN | 10/2017 | 05/2020 |
| Fidelity Investments | Edina | MN | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-132921|OrgNmn:Renting Out One Side of My Duplex|Org Addr:Minneapoli,Minnesota,US|OBA Nature:I will be purchasing a duplex |Invst Rel:Y|Title:Owner Occupant|Duties:Maintain property|StrtDt:09-01-26|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-22 |
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