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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 06/2019 | 09/2021 |
| Autotrek | Littleton | CO | 06/2017 | 05/2019 |
| Costco Wholsale | Denver | CO | 10/2016 | 06/2017 |
| Unemployed | Denver | CO | 07/2016 | 10/2016 |
| Shimmering Pines Club Lambs | New Virginia | IA | 05/2002 | 08/2017 |
| Fidelity Investments | Minneapolis | MN | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-23 |
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