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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-04 |
| MN | RA | APPROVED | 2025-05-07 |
Branch Locations
Minneapolis, 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 |
|---|---|---|---|---|
| Inh Commercial Real Estate Services | Waite Park | MN | 01/2017 | 12/2018 |
| Fidelity Investments | Minnetonka | MN | 02/2025 | Present |
| Ups | Minneapolis | MN | 01/2022 | 01/2025 |
| Bsn Sports | Minneapolis | MN | 12/2018 | 12/2021 |
| St. Cloud State University | St. Cloud | MN | 01/2015 | 12/2016 |
| Elite Team Athletics | Prior Lake | MN | 01/2023 | 02/2025 |
OBA-116710|OrgNmn:Elite Team Athletics|Org Addr:Prior Lake,Minnesota,US|OBA Nature:Promotional Apparel and Goods|Invst Rel:N|Title:Independent Contractor|Duties:Selling of promotional (branded) apparel and hard goods to athletic teams and businesses|StrtDt:01-02-23|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-01 |
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