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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-22 |
| WI | RA | APPROVED | 2025-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Best Western Premier Park Hotel | Madison | WI | 03/2023 | 09/2023 |
| Unemployed | Oregon | WI | 02/2023 | 03/2023 |
| Equitable Advisors, Llc | New York | NY | 11/2023 | 08/2024 |
| Fidelity Investments | Westlake | TX | 08/2024 | Present |
| Pizza Ranch | Verona | WI | 06/2017 | 08/2017 |
| Genteuri | Madison | WI | 06/2020 | 08/2020 |
| Morey Airplane Company | Middleton | WI | 05/2018 | 08/2018 |
| University Of Wisconsin-Madison | Madison | WI | 08/2017 | 06/2022 |
| Lpl Financial Llc | Oregon | WI | 06/2022 | 02/2023 |
| Oregon High School | Oregon | WI | 09/2013 | 06/2017 |
| Cutler Financial Group, Inc | Oregon | WI | 06/2022 | 02/2023 |
| Unemployed | Seattle | WA | 09/2023 | 11/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-20 |
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