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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
1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States
808 Church St, Evanston, IL 60201-3770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Glenview | IL | 05/2014 | 11/2021 |
| Fidelity Investments | Highland Park | IL | 02/2023 | Present |
| Sharon Count Consulting | Northfield | IL | 11/2021 | 05/2022 |
| Unemployed | Glenview | IL | 05/2022 | 01/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-02 |
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