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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Next Step Inc. | Minneapolis | MN | 12/2020 | 03/2021 |
| Total Wine & More | Roseville | MN | 06/2020 | 12/2020 |
| State Farm | Bloomington | MN | 05/2019 | 02/2020 |
| City Of Arden Hills | Arden Hills | MN | 06/2017 | 08/2017 |
| Fidelity Investments | Salt Lake City | UT | 09/2021 | Present |
| Iowa State University | Ames | IA | 08/2016 | 05/2020 |
| Unemployed | Minneapolis | MN | 03/2021 | 09/2021 |
| Iowa State University | Ames | IA | 04/2018 | 02/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-29 |
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