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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-07-10 |
| TX | RA | APPROVED_RES | 2017-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Highland Park | IL | 03/2015 | 01/2017 |
| Jpmorgan Chase Bank, N.A. | Deerfield | IL | 06/2017 | Present |
| J.P. Morgan Securities Llc | Deerfield | IL | 06/2017 | Present |
| Unemployed | Deerfield | IL | 02/2017 | 05/2017 |
| Strategic Advisors, Inc. | Highland Park | IL | 03/2015 | 01/2017 |
| Fidelity Investments | Highland Park | IL | 03/2015 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-20 |
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