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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_RES | 2025-03-31 |
Branch Locations
11450 Wayzata Blvd, Minnetonka, MN 55305-2013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Minneapolis | MN | 08/2022 | 01/2023 |
| Big Lake High School | Big Lake | MN | 08/2015 | 08/2018 |
| St. Cloud State University | St. Cloud | MN | 08/2018 | 05/2019 |
| St. Johns University | Collegeville | MN | 05/2019 | 05/2022 |
| Blattner Energy | Avon | MN | 05/2022 | 08/2022 |
| Xpo Logistics | Waite Park | MN | 05/2019 | 09/2019 |
| Buttweiler Environmental | Waite Park | MN | 01/2020 | 05/2020 |
| One Hour Rooter | Maple Grove | MN | 05/2020 | 02/2021 |
| Ch Robinson | Eden Prairie | MN | 05/2021 | 09/2021 |
| Primerica | Sauk Rapids | MN | 02/2021 | 05/2022 |
| Fidelity Investments Llc | Minnetonka | MN | 02/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
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