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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
| MN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Minneapolis, MN • United States
7740 France Ave South, Edina, MN 55435-5847 • United States
11450 Wayzata Blvd, Minnetonka, MN 55305-2013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 06/2020 | Present |
| Northwestern Mutual | Fort Collins | CO | 05/2019 | 08/2019 |
| Doordash | Fort Collins | CO | 12/2019 | 06/2020 |
| Colorado State University Surplus Property | Fort Collins | CO | 10/2017 | 03/2020 |
| Lakeside Housepainters | Excelsior | MN | 05/2016 | 08/2017 |
| Colorado State University | Fort Collins | CO | 08/2016 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-08 |
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