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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 |
| WI | RA | APPROVED | 2025-03-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Investments | Oakdale | MN | 07/2024 | Present |
| Ameriprise Financial Services Inc | Minneapolis | MN | 10/2018 | 01/2023 |
| Ameriprise Financial Services, Llc | Las Vegas | NV | 01/2023 | 07/2024 |
| Verizon Wireless | Apple Valley | MN | 08/2016 | 10/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Fidelity Brokerage Services Llc | Oakdale | MN | 06/2026 | Present |
| Strategic Advisers, Llc | Oakdale | MN | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-22 |
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