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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 |
Branch Locations
11450 Wayzata Blvd, Minnetonka, MN 55305-2013 • United States
Golden Valley, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services | Greenwood Village | CO | 01/2017 | 12/2019 |
| Unemployed | Denver | CO | 09/2016 | 12/2016 |
| Skybridge Resources | Denver | CO | 02/2016 | 09/2016 |
| Janus Management Holdings Corp. | Denver | CO | 01/2020 | 01/2021 |
| Janus Henderson Distributors | Denver | CO | 01/2020 | 01/2022 |
| Janus Henderson Investors Us Llc | Denver | CO | 01/2021 | 10/2022 |
| Janus Henderson Distributors Us Llc | Denver | CO | 01/2020 | 10/2022 |
| Fidelity Investments | Minnetonka | MN | 12/2023 | Present |
| Unemployed | Denver | CO | 10/2022 | 12/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-17 |
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