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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-24 |
| MN | 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, Llc | St. Cloud | MN | 12/2020 | 04/2024 |
| U.S. Bank | Melrose | MN | 07/2019 | 12/2020 |
| State Farm | Melrose | MN | 05/2019 | 08/2019 |
| Greystone Golf Club | Sauk Centre | MN | 05/2018 | 10/2021 |
| Dairy Queen | Sauk Centre | MN | 11/2015 | 07/2019 |
| The Historic Rock Tavern | Melrose | MN | 10/2019 | 10/2020 |
| Next Door Bar & Lounge | Sauk Centre | MN | 10/2021 | 10/2022 |
| Fidelity Investments | Edina | MN | 04/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-17 |
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