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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_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America | North Mankato | ND | 01/2014 | 06/2019 |
| Lpl Financial Llc | North Mankato | MN | 11/2017 | 06/2019 |
| Cetera Advisor Networks | El Segundo | CA | 06/2019 | 11/2021 |
| Southpoint Financial Credit Union | St Peter | MN | 05/2019 | 06/2019 |
| Fidelity Investments | Merrimack | NH | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-01 |
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