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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 |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Maple Grove | MN | 07/2019 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Maple Grove | MN | 01/2022 | 08/2022 |
| Unemployed | Coon Rapids | MN | 05/2019 | 07/2019 |
| Tcf Financial Corporation | Coon Rapids | MN | 01/2019 | 05/2019 |
| Tcf Financial Corporation | Coon Rapids | MN | 07/2018 | 01/2019 |
| Unemployed | Coon Rapids | MN | 06/2018 | 07/2018 |
| Vista Outdoor Inc | Anoka | MN | 06/2018 | 06/2018 |
| Unemployed | Coon Rapids | MN | 03/2018 | 06/2018 |
| Northstar Glass Industries Inc | Coon Rapids | MN | 08/2017 | 03/2018 |
| Unemployed | Coon Rapids | MN | 06/2017 | 08/2017 |
| United Parcel Service | Minneapolis | MN | 12/2016 | 06/2017 |
| Unemployed | Coon Rapids | MN | 10/2016 | 12/2016 |
| Us Bank | Blaine | MN | 08/2016 | 10/2016 |
| Fidelity Investments | Westlake | TX | 08/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-13 |
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