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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-12 |
Branch Locations
Sherman Oaks, CA • United States
6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Edina | MN | 08/2019 | 10/2020 |
| Kasa Delivery Llc Dba Bitesquad | Minneapolis | MN | 11/2018 | 08/2019 |
| University Of Minnesota | Minneapolis | MN | 09/2013 | 05/2017 |
| Audent Global Asset Management Llc | Chicago | IL | 04/2024 | 10/2025 |
| Fidelity Investments | Woodland Hills | CA | 11/2025 | Present |
| Doordash | Minneapolis | MN | 04/2018 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Edina | MN | 10/2020 | 04/2024 |
| Grubhub | Minneapolis | MN | 01/2016 | 10/2017 |
| Lonesome Rose | Chicago | IL | 10/2017 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-21 |
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