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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-06 |
| MN | RA | APPROVED | 2025-03-31 |
Branch Locations
11450 Wayzata Blvd, Minnetonka, MN 55305-2013 • United States
Prior Lake, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doordash | Minneapolis | MN | 05/2022 | 09/2022 |
| The Town And Country Club | St. Paul | MN | 05/2023 | 09/2023 |
| Topline Services Inc | Prior Lake | MN | 06/2020 | 09/2020 |
| University Of St. Thomas | St. Paul | MN | 09/2023 | 05/2024 |
| The Town And Country Club | St. Paul | MN | 05/2024 | 07/2024 |
| Prior Lake High School | Prior Lake | MN | 06/2016 | 06/2020 |
| University Of St. Thomas | St. Paul | MN | 09/2021 | 05/2022 |
| University Of St. Thomas | St. Paul | MN | 09/2020 | 05/2021 |
| Fidelity Investments | Minnetonka | MN | 07/2024 | Present |
| Doordash | Minneapolis | MN | 05/2021 | 09/2021 |
| University Of St. Thomas | St. Paul | MN | 09/2022 | 05/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-29 |
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