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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED | 2026-01-08 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Tacoma | WA | 10/2010 | 07/2020 |
| Modern Woodmen Of America | Rock Island | IL | 03/2021 | 12/2021 |
| Mwa Financial Services Inc | Rock Island | IL | 04/2021 | 12/2021 |
| Unemployed | Tacoma | WA | 08/2020 | 02/2021 |
| Fidelity Investments | Covington | KY | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-10 |
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