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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fire Wagon Holding | Crystal Lake | IL | 07/2018 | 12/2019 |
| Merchants Bank | Winona | MN | 05/2021 | 12/2021 |
| Fidelity Investments | Sarasota | FL | 06/2022 | 08/2022 |
| Fidelity Investments | Sarasota | FL | 06/2023 | Present |
| Saint Mary's University Of Mn | Winona | MN | 08/2019 | 04/2023 |
| Cary Grove High School | Cary | IL | 08/2014 | 06/2017 |
| Unemployed | Cary | IL | 06/2017 | 07/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-128703|OrgNmn:BeamLabs LLC|Org Addr:Bradenton,Florida,US|OBA Nature:Laser Engraving Pet Memorbilia|Invst Rel:N|Title:Partner|Duties:Inactive Partner|StrtDt:04-09-26|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-07 |
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