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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
Maple Grove, MN • United States
11450 Wayzata Blvd, Minnetonka, MN 55305-2013 • United States
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 06/2019 | 06/2021 |
| Aflac | Minneapolis | MN | 06/2018 | 08/2018 |
| Le Sueur Country Club | Le Sueur | MN | 06/2017 | 09/2017 |
| Gustavus Adolphus College | St. Peter | MN | 09/2015 | 06/2019 |
| Unemployed | St. Peter | MN | 01/2015 | 06/2017 |
| Fidelity Investments | Minneapolis | MN | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-21 |
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