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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-14 |
| MN | RA | APPROVED | 2026-01-15 |
Branch Locations
New Brighton, 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 |
|---|---|---|---|---|
| Googins Advisors | Middleton | WI | 09/2024 | 05/2025 |
| Private Family | Blaine | MN | 06/2022 | 08/2022 |
| Private Family | Coon Rapids | MN | 06/2024 | 08/2024 |
| Private Family | Minneapolis | MN | 08/2020 | 03/2021 |
| Private Family | Coon Rapids | MN | 06/2025 | 08/2025 |
| Fidelity Investments | Minnetonka | MN | 09/2025 | Present |
| Potbelly | Arden Hills | MN | 06/2018 | 08/2020 |
| Private Family | Minneapolis | MN | 02/2021 | 08/2021 |
| Private Family | Blaine | MN | 06/2023 | 08/2023 |
| City Of Moundsview | Moundsview | MN | 12/2023 | 01/2024 |
| University Of Wisconsin-Madison | Madison | WI | 09/2021 | 05/2025 |
| University Of Wisconsin-Madison | Madison | WI | 09/2024 | 05/2025 |
| Unemployed | New Brighton | MN | 06/2014 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-09 |
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