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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 01/2012 | 06/2022 |
| Fidelity Investments | Westlake | TX | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-88933|OrgNmn:B & A Rentals 1 & 2, Inc.|Org Addr:Chicago,Illinois,US|OBA Nature:I own rental apartments|Invst Rel:Y|Title:President of the corporation|Duties:Property management|StrtDt:06-27-22|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-02 |
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