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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 |
| WI | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gordmans, Inc. | Green Bay | WI | 06/2016 | 10/2016 |
| Unemployed/Full Time Education | De Pere | WI | 10/2016 | 06/2017 |
| Papa Murphy's | De Pere | WI | 06/2017 | 02/2018 |
| Unemployed/Full Time Education | De Pere | WI | 02/2018 | 06/2018 |
| Krueger International | Green Bay | WI | 06/2018 | 08/2018 |
| University Of St. Thomas/Full Time Education | Saint Paul | MN | 09/2018 | 06/2019 |
| Filtration Services | Luxemberg | WI | 06/2019 | 08/2019 |
| University Of St. Thomas/Full Time Education | Saint Paul | MN | 08/2019 | 06/2021 |
| Filtration Services | Green Bay | WI | 06/2021 | 11/2021 |
| University Of St. Thomas/Full Time Education | Saint Paul | MN | 11/2021 | 05/2022 |
| Fidelity Investments | Edina | MN | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-14 |
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