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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
8342 3Rd Street N, Oakdale, MN 55128-5439 • United States
Cottage Grove, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 06/2015 | 12/2018 |
| Fisher Investments | Camas | WA | 01/2019 | 08/2021 |
| Fidelity Investments | Tigard | OR | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-19 |
| S66 | Uniform Combined State Law Examination | 2018-08-23 |
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