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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| WI | RA | APPROVED | 2025-03-31 |
Branch Locations
8235 Greenway Blvd, Middleton, WI 53562-3581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macro Trading Inc. | Chicago | IL | 12/2010 | 04/2017 |
| High Point Family Office Llc | Verona | WI | 04/2017 | 03/2023 |
| Fidelity Investments | Middleton | WI | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-126299|OrgNmn:Fitchburg Fire Department|Org Addr:Fitchburg,Wisconsin,US|OBA Nature:Fire Department|Invst Rel:N|Title:Employee|Duties:Community education, support of Firefighters, and Fire Chief|StrtDt:01-05-26|TotHrs/mon:2|TrdHrs/mon:0|OBA-98090|OrgNmn:Orange Shoe|Org Addr:Middleton,Wisconsin,US|OBA Nature:Personal Training Studio|Invst Rel:N|Title:Employee|Duties:Personal Training and group class instruction|StrtDt:03-27-23|TotHrs/mon:6|TrdHrs/mon:0|OBA-98069|OrgNmn:Nabeel Qureshi|Org Addr:madison,Wisconsin,US|OBA Nature:Real Estate Agent|Invst Rel:Y|Title:Independent Contractor|Duties:Refer business to real estate agents in the industry.|StrtDt:04-05-23|TotHrs/mon:1|TrdHrs/mon:0|OBA-98068|OrgNmn:Upper Iowa University|Org Addr:Fayette,Iowa,US|OBA Nature:Teach Macroeconomics and Micro|Invst Rel:N|Title:Employee|Duties:Educate students about the economy and consumer behavior.|StrtDt:01-07-17|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-21 |
| S65 | Uniform Investment Adviser Law Examination | 2012-08-04 |
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