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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Greensboro, NC • United States
609 Green Valley Rd, Greensboro, NC 27408-7717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | La Crosse | WI | 06/2021 | 04/2022 |
| State Room | La Crosse | WI | 06/2021 | 10/2021 |
| Nutbush City Limits | La Crosse | WI | 05/2019 | 03/2021 |
| Twigs Tavern & Grille | Rochester | MN | 05/2018 | 12/2020 |
| Lovechild | La Crosse | WI | 09/2017 | 02/2018 |
| Advisors Management Group | La Crosse | WI | 01/2019 | 04/2019 |
| Hy-Vee | Rochester | MN | 10/2015 | 05/2019 |
| Fidelity Investments | Greensboro | NC | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-29 |
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