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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 |
|---|---|---|---|---|
| Engineered Exhaust Systems | Saukville | WI | 11/2018 | 02/2021 |
| Briggs And Stratton | Wauwatosa | WI | 02/2014 | 09/2018 |
| Thrivent Investment Management Inc | Waukesha | WI | 11/2020 | 01/2023 |
| Thrivent Financial | Appleton | WI | 03/2021 | 04/2021 |
| Thrivent Financial | Appleton | WI | 04/2021 | 01/2023 |
| Fidelity Brokerage Services Llc | Mequon | WI | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-96000|OrgNmn:Vector Marketing|Org Addr:Waukesha,Wisconsin,US|OBA Nature:Idependent contractor to sell |Invst Rel:N|Title:Independent Contractor|Duties:Fulfilling replacment orders for existing/past customers|StrtDt:06-08-09|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-27 |
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