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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 10/2018 | Present |
| Springer Professional Home Services | Des Moines | IA | 06/2017 | 07/2018 |
| Aflac | Johnston | IA | 12/2015 | 02/2018 |
| Aspen Athletic Clubs | Des Moines | IA | 04/2014 | 03/2017 |
| Advocare | Des Moines | IA | 09/2014 | 10/2018 |
| Iowa High School Athletic Association | Boone | IA | 11/2011 | 12/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-15 |
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