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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
11450 Wayzata Blvd, Minnetonka, MN 55305-2013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2014 | 01/2019 |
| Northwestern Mutual Investment Services Llc | Saint Cloud | MN | 02/2015 | 01/2019 |
| Minnesota Army National Guard | Monticello | MN | 04/2006 | 07/2021 |
| Fidelity Investments | Minnetonka | MN | 07/2021 | Present |
| Let's Go Holdings, Inc. | Golden Valley | MN | 01/2018 | 07/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-11 |
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