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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Orland Park, IL • United States
15105 S. Lagrange Road, Orland Park, IL 60462-3708 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co | Chicago | IL | 09/2012 | 09/2019 |
| Fidelity Brokerage Services | Chicago | IL | 09/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-16 |
| S65 | Uniform Investment Adviser Law Examination | 2002-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-05 |
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