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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_RES | 2025-03-31 |
Branch Locations
401 N. Michigan Ave Ste 100, Chicago, IL 60611-2200 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Fifth Third Securities | Orland Park | IL | 06/2016 | 04/2017 |
| Td Ameritrade, Inc | Chicago | IL | 04/2017 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Chicago | IL | 04/2017 | 12/2022 |
| Charles Schwab & Co., Inc. | Chicago | IL | 01/2022 | 01/2023 |
| Charles Schwab Bank, Ssb | Chicago | IL | 07/2022 | 01/2023 |
| Charles Schwab And Co., Inc. | Chicago | IL | 12/2022 | 01/2023 |
| Fidelity Investments | Chicago | IL | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-95016|OrgNmn:Armand LLC|Org Addr:Chicago,Illinois,US|OBA Nature:Real Estate|Invst Rel:Y|Title:Sole Proprietor|Duties:Work with tenants or agent to procure real estate investments|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-18 |
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