Sarah Nelson

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-02-03
WI	RA	APPROVED	2025-03-31

Branch Locations

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

Organization	City	State	From	To
Fidelity Investments	Mequon	WI	07/2017	Present
Baymarket Force Llc	West Bend	WI	05/2018	09/2018
Unemployed	Milwaukee	WI	04/2022	08/2022
Uw-Whitewater	Whitewater	WI	06/2015	07/2017
Coach Outlet	Johnson Creek	WI	07/2017	01/2018
Uw-Whitewater Center For Students With Disabilities	Whitewater	WI	01/2018	06/2019
Sikich Llp	Milwaukee	WI	06/2019	02/2020
Unemployed	Milwaukee	WI	02/2020	05/2021
Drake & Associates Llc	Waukesha	WI	08/2022	03/2024
Unemployed	Milwaukee	WI	03/2024	06/2024
R&R Insurance	Waukesha	WI	05/2021	04/2022
Fidelity Investments	Boston	MA	03/2025	Present

07/2017 → Present

Fidelity Investments

Mequon, WI
05/2018 → 09/2018

Baymarket Force Llc

West Bend, WI
04/2022 → 08/2022

Unemployed

Milwaukee, WI
06/2015 → 07/2017

Uw-Whitewater

Whitewater, WI
07/2017 → 01/2018

Coach Outlet

Johnson Creek, WI
01/2018 → 06/2019

Uw-Whitewater Center For Students With Disabilities

Whitewater, WI
06/2019 → 02/2020

Sikich Llp

Milwaukee, WI
02/2020 → 05/2021

Unemployed

Milwaukee, WI
08/2022 → 03/2024

Drake & Associates Llc

Waukesha, WI
03/2024 → 06/2024

Unemployed

Milwaukee, WI
05/2021 → 04/2022

R&R Insurance

Waukesha, WI
03/2025 → Present

Fidelity Investments

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-17