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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2021 | 01/2022 |
| Slumberland Furniture | Bemidji | MN | 05/2020 | 05/2021 |
| Keith's Pizza | Bemidji | MN | 03/2019 | 05/2020 |
| Gander Outdoors | Bemidji | MN | 08/2019 | 11/2019 |
| Dollar Tree | Bemidji | MN | 10/2018 | 05/2019 |
| Unhinged Pizza | Delano | MN | 09/2014 | 08/2018 |
| Delano High School | Delano | MN | 08/2014 | 06/2017 |
| Bemidji State University | Bemidji | MN | 08/2017 | 05/2021 |
| Unemployed | Delano | MN | 06/2021 | 08/2021 |
| Fidelity Investments | Minneapolis | MN | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-13 |
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