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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
St Louis Park, MN • 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 | Oakdale | MN | 06/2021 | Present |
| Td Ameritrade | Omaha | NE | 09/2019 | 04/2021 |
| Rainbow Treecare | Minnetonka | MN | 05/2019 | 08/2019 |
| Crown Bank | Edina | MN | 05/2018 | 01/2019 |
| Waters Restaurant Group | Edina | MN | 09/2016 | 01/2018 |
| Players Only Inc. | Eden Prairie | MN | 09/2013 | 09/2016 |
| Creighton University | Omaha | NE | 08/2017 | 05/2021 |
| Edina Public Schools | Edina | MN | 09/2005 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-01 |
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