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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-15 |
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services | Saint Paul | MN | 06/2020 | 03/2022 |
| Minnesota Life Insurance Company | Saint Paul | MN | 06/2020 | 03/2022 |
| Spokane Indians Baseball Club | Spokane | WA | 05/2018 | 09/2018 |
| Pitney Bowes Inc. | Spokane | WA | 12/2018 | 05/2019 |
| Gonzaga University | Spokane | WA | 08/2015 | 05/2019 |
| Securian Financial Services | Saint Paul | MN | 09/2020 | 10/2020 |
| Renaissance Financial | Phoenix | AZ | 09/2020 | 10/2020 |
| Gonzaga University Athletics Department | Spokane | WA | 08/2015 | 05/2019 |
| Renaissance Financial | Phoenix | AZ | 06/2020 | 03/2022 |
| Progress Residential | Scottsdale | AZ | 03/2022 | 04/2023 |
| Spokane Indians Baseball Club | Spokane Valley | WA | 06/2018 | 06/2020 |
| Fidelity Investments | New York | NY | 03/2024 | Present |
| Equitable Advisors | New York | NY | 04/2023 | 02/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-24 |
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