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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
8342 3Rd Street N, Oakdale, MN 55128-5439 • United States
Oakdale, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Education And Recreation Department | Franklin | WI | 06/2012 | 08/2017 |
| Matty's Bar & Grille | New Berlin | WI | 02/2016 | 08/2017 |
| University Dining Services | Minneapolis | MN | 09/2017 | 05/2019 |
| Ecosmarte Inc. | Richfield | MN | 05/2018 | 08/2018 |
| Plus Relocation Services Inc. | St. Louis Park | MN | 06/2018 | 10/2018 |
| Rise Inc. | Minneapolis | MN | 05/2019 | 12/2021 |
| Mary M Trondson Insurance Agency Inc. | Minneapolis | MN | 11/2020 | 02/2023 |
| University Of Minnesota Twin Cities | Minneapolis | MN | 09/2017 | 05/2019 |
| Fidelity Investments | Oakdale | MN | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-01 |
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