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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-29 |
Branch Locations
8235 Greenway Blvd, Middleton, WI 53562-3581 • United States
Mauston, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Mauston | WI | 10/2004 | 06/2019 |
| Mauston School District | Mauston | WI | 06/2019 | 05/2021 |
| Ian'S Pizza | Madison | WI | 09/2025 | 10/2025 |
| Unemployed | Madison | WI | 05/2022 | 10/2023 |
| City Of Mauston | Mauston | WI | 05/2021 | 09/2021 |
| Unemployed | Madison | WI | 10/2025 | 01/2026 |
| Unemployed | Madison | WI | 08/2025 | 09/2025 |
| Ian'S Pizza | Madison | WI | 10/2024 | 06/2025 |
| Mauston School District | Mauston | WI | 09/2018 | 05/2022 |
| Fidelity Investments | Middleton | WI | 06/2025 | 08/2025 |
| Rule No.1 Hospitality Group -- Merchant Madison | Madison | WI | 10/2023 | 05/2024 |
| Fidelity Investments | Middleton | WI | 01/2026 | Present |
| Unemployed | Madison | WI | 05/2024 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-16 |
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