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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
8342 3Rd Street N, Oakdale, MN 55128-5439 • United States
Rosemount, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Oakdale | MN | 07/2024 | Present |
| Securian Financial Services Inc | St Paul | MN | 07/2022 | 08/2023 |
| Rivers & Rails Brewing Company | Thief River Falls | MN | 06/2023 | 06/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 07/2024 |
| New York Life Insurance Company | Fargo | ND | 06/2018 | 06/2022 |
| Nylife Securities Llc | Fargo | ND | 06/2019 | 06/2022 |
| North Dakota State University | Fargo | ND | 08/2015 | 05/2019 |
| Herd And Horns | Fargo | ND | 08/2018 | 05/2019 |
| Cetera Advisor Networks Llc | El Segundo | CA | 08/2023 | 07/2024 |
| Gate City Bank | Fargo | ND | 08/2016 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-16 |
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