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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| WI | RA | APPROVED | 2025-03-31 |
Branch Locations
600 N Barker Road, Brookfield, WI 53045-5982 • United States
New Berlin, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Subway | New Berlin | WI | 06/2016 | 09/2016 |
| Above Par Llc | New Berlin | WI | 06/2017 | 09/2017 |
| Walmart | Muskego | WI | 06/2018 | 09/2018 |
| Third Coast Advisors | Madison | WI | 03/2020 | 09/2020 |
| Northcoast Asset Management | Greenwich | CT | 06/2021 | 08/2021 |
| Full Time Student | New Berlin | WI | 09/2016 | 06/2017 |
| Full Time Student | New Berlin | WI | 09/2017 | 06/2018 |
| Full Time Student | Madison | WI | 09/2018 | 05/2022 |
| Town Park | Madison | WI | 09/2020 | 06/2022 |
| Fidelity Investments | Brookfield | WI | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-09 |
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