Best Investors Account Sign in
Current Employers
Fidelity Institutional Wealth Adviser Llc

245 Summer Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-01-06
  • MN RA
    APPROVED
    Since 2026-01-06

Branch Locations

Roseville, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gwg Life Minneapolis MN 07/2017 12/2019
Emerson Equity Llc San Mateo CA 09/2017 01/2020
Chianti Gill Roseville MN 08/2012 08/2017
Metropolitan University Saint Paul MN 01/2015 12/2017
Thrivent Distributors, Llc Minneapolis MN 02/2020 12/2023
Fidelity Investments Smithfield RI 12/2023 Present
  • 07/2017 → 12/2019
    Gwg Life
    Minneapolis, MN
  • 09/2017 → 01/2020
    Emerson Equity Llc
    San Mateo, CA
  • 08/2012 → 08/2017
    Chianti Gill
    Roseville, MN
  • 01/2015 → 12/2017
    Metropolitan University
    Saint Paul, MN
  • 02/2020 → 12/2023
    Thrivent Distributors, Llc
    Minneapolis, MN
  • 12/2023 → Present
    Fidelity Investments
    Smithfield, RI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-22
S63 Uniform Securities Agent State Law Examination 2017-11-14
  • S65 Uniform Investment Adviser Law Examination
    2020-06-22
  • S63 Uniform Securities Agent State Law Examination
    2017-11-14
Other Names
  • Kelsea Mae Sullivan
  • Kelsea Sullivan

View on SEC IAPD

More in Roseville, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor