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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 09/2021 | 12/2022 |
| Amazon | Phoenix | AZ | 11/2021 | 03/2022 |
| Uw-Campus And Visitor Relation | Madison | WI | 08/2018 | 05/2020 |
| Uw Credit Union | Madison | WI | 05/2020 | 10/2020 |
| Wilson Coffee And Tea | Racine | WI | 02/2017 | 03/2017 |
| Wisconsin Partnership Program | Madison | WI | 05/2019 | 12/2019 |
| Lpl Financial Llc | Phoenix | AZ | 05/2022 | 12/2022 |
| University Of Wisconsin Madison | Madison | WI | 08/2017 | 05/2021 |
| Unemployed | Phoenix | AZ | 02/2025 | 06/2025 |
| Cuna Brokerage Services Inc (Cbsi) | El Paso | TX | 06/2021 | 08/2021 |
| Uw-Madison Research And Sponsored Programs | Madison | WI | 12/2019 | 09/2020 |
| Fidelity Investments | Phoenix | AZ | 01/2026 | Present |
| Ji Case High School | Racine | WI | 06/2013 | 08/2017 |
| Uw Credit Union | Madison | WI | 10/2020 | 01/2021 |
| Cuna Brokerage Services, Inc | Waverly | IA | 09/2021 | 05/2022 |
| Uw Extension | Madison | WI | 02/2018 | 07/2018 |
| Unemployed | Phoenix | AZ | 11/2025 | 01/2026 |
| Fidelity Investments | Phoenix | AZ | 01/2023 | 04/2024 |
| Morgan Stanley | Gilbert | AZ | 06/2025 | 11/2025 |
| Jp Morgan Securities | Tempe | AZ | 04/2024 | 02/2025 |
| Fidelity Brokerage Services Llc | Phoenix | AZ | 03/2026 | Present |
| Strategic Advisers Llc | Phoenix | AZ | 03/2026 | Present |
OBA-126696|OrgNmn:Uber Driver|Org Addr:Phoenix,Arizona,US|OBA Nature:I drive 10-15 hours per week f|Invst Rel:N|Title:Uber Driver|Duties:Drive around Phoenix Metro and Scottsdale for uber Passengers|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-07 |
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