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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-16 |
| MN | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Freighthouse | La Crosse | WI | 06/2021 | 08/2022 |
| Eat Street | La Crosse | WI | 03/2020 | 08/2020 |
| Unemployment | La Crosse | WI | 05/2021 | 09/2021 |
| Fidelity Investments | Edina | MN | 07/2024 | Present |
| The Edgewater Hotel | Madison | WI | 08/2022 | 06/2023 |
| Unemployment | La Crosse | WI | 08/2020 | 02/2021 |
| Harper Home Llc | La Crosse | WI | 02/2022 | 08/2022 |
| Unemployment | La Crosse | WI | 04/2014 | 05/2018 |
| La Crosse School District | La Crosse | WI | 05/2018 | 03/2020 |
| State Street Brats | Madison | WI | 02/2021 | 05/2021 |
| Runyons | Minneapolis | MN | 06/2023 | 08/2023 |
| Unemployment | La Crosse | WI | 04/2024 | 07/2024 |
| State Street Brats | Madison | WI | 09/2021 | 02/2022 |
| The Edgewater Company Llc | Madison | WI | 08/2023 | 04/2024 |
| Fidelity | Edina | MN | 06/2023 | 08/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-28 |
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