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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
11450 Wayzata Blvd, Minnetonka, MN 55305-2013 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2021 | 06/2023 |
| The Bar - Lynndale | Appleton | WI | 10/2020 | 03/2021 |
| Timberrattlers Stadium | Appleton | WI | 04/2021 | 12/2021 |
| The Nitty Gritty - Downtown | Madison | WI | 05/2015 | 07/2020 |
| University Of Wisconsin - Madison | Madison | WI | 09/2013 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St Paul | MN | 06/2023 | 12/2023 |
| Bank Of America, N.A. | St Paul | MN | 07/2023 | 12/2023 |
| Fidelity Investments | Minnetonka | MN | 04/2024 | Present |
| Unemployed | St Paul | MN | 12/2023 | 04/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-21 |
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