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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Madison | WI | 05/2015 | 01/2019 |
| Ameriprise Financial Services, Inc. | Madison | WI | 01/2019 | 11/2020 |
| Fidelity Investments | Covington | KY | 03/2022 | Present |
| Aerie Preferred Financial Group | Madison | WI | 12/2020 | 11/2021 |
| Moving Forward | Cottage Grove | WI | 11/2021 | 02/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-67091|OrgNmn:Blains Farm and Fleet|Org Addr:Madison,Wisconsin,US|OBA Nature:Consumer retail, including far|Invst Rel:N|Title:Employee|Duties:Customer service front desk|StrtDt:03-14-22|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-03 |
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