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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | 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 |
|---|---|---|---|---|
| On The Hash | Hastings | MN | 01/2021 | 06/2021 |
| University Of Minnesota-Duluth | Duluth | MN | 01/2018 | 03/2021 |
| Urban Logistics | Eagan | MN | 06/2020 | 08/2020 |
| Hyaa | Hastings | MN | 05/2018 | 08/2020 |
| Hyaa | Hastings | MN | 05/2014 | 08/2020 |
| Ups | Eagan | MN | 08/2017 | 01/2019 |
| Pizza Luce | Duluth | MN | 09/2018 | 05/2019 |
| Qdoba | Duluth | MN | 10/2019 | 08/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2021 | 07/2021 |
| Fidelity Investments | Salt Lake City | UT | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-111933|OrgNmn:Desert Mountain High School|Org Addr:Scottsdale,Arizona,US|OBA Nature:Coaching Football|Invst Rel:N|Title:Offensive Coordinator|Duties:Coach High School Football|StrtDt:08-13-24|TotHrs/mon:150|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-18 |
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