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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| WI | RA | APPROVED | 2025-03-31 |
Branch Locations
8235 Greenway Blvd, Middleton, WI 53562-3581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Credit Union | Madison | WI | 06/2023 | 12/2024 |
| State Of Wisconsin Investment Board | Madison | WI | 11/2021 | 05/2023 |
| Wisconsin State Fair | West Allis | WI | 08/2022 | 08/2023 |
| Overture Center For The Arts | Madison | WI | 10/2019 | 12/2024 |
| University Of Wisconsin - Madison School Of Human Ecology | Madison | WI | 09/2021 | 05/2023 |
| University Of Wisconsin - Madison | Madison | WI | 08/2019 | 05/2023 |
| Ymca Of Northern Rock County | Janesville | WI | 03/2018 | 08/2019 |
| Janesville Parker High School | Janesville | WI | 09/2015 | 06/2019 |
| Diamond Assets | Milton | WI | 06/2018 | 08/2018 |
| Blackhawk Community Credit Union | Janesville | WI | 06/2017 | 05/2018 |
| School District Of Janesville | Janesville | WI | 09/2017 | 06/2019 |
| Lpl Financial Llc | Madison | WI | 06/2023 | 12/2024 |
| Fidelity Investments | Middleton | WI | 12/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-26 |
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