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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-18 |
| MN | RA | APPROVED | 2025-03-31 |
Branch Locations
7740 France Ave South, Edina, MN 55435-5847 • United States
Golden Valley, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 12/2021 | 05/2023 |
| New Era Financial Advisors, Inc. | Wayzata | MN | 12/2021 | 05/2023 |
| Huntington Bank | Plymouth | MN | 02/2020 | 12/2021 |
| Tcf Bank | St Paul | MN | 07/2017 | 02/2020 |
| Metro Petro | Minneapolis | MN | 04/2017 | 06/2017 |
| Unemployed | Minneapolis | MN | 09/2016 | 03/2017 |
| Lpl Financial Llc | Wayzata | MN | 05/2023 | 05/2024 |
| Wealth Enhancement Advisory Services | Wayzata | MN | 05/2023 | 05/2024 |
| Wealth Enhancement Group | Wayzata | MN | 05/2023 | 05/2024 |
| Wealth Enhancement Brokerage Services | Wayzata | MN | 05/2023 | 05/2024 |
| Fidelity Investments | Edina | MN | 05/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-26 |
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