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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-04-04 |
| TX | RA | APPROVED | 2024-04-04 |
Branch Locations
120 E Wesley, Floor 2, Wheaton , IL 60187 • United States
4911 S. Route 59, Naperville, IL 60564 • United States
489 N. Illinois Route 47, Sugar Grove, IL 60554 • United States
1188 N Eola Rd, Aurora, IL 60502 • United States
1500 North Orchard Road, Aurora, IL 60506 • United States
1396 N Rte 59, Naperville, IL 60563 • United States
2503 W 75Th St, Naperville, IL 60540 • United States
1212 Hobson Road, Naperville, IL 60540 • United States
4461 Fox Valley Center Drive, Aurora, IL 60504 • United States
2310 Rte 34, Oswego, IL 60543 • United States
2101 Orchard Rd, Montgomery, IL 60538 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 05/2007 | 02/2024 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 02/2024 |
| J.P. Morgan Securities Llc | Wheaton | IL | 04/2024 | Present |
| Fidelity Brokerage Services Llc | Boston | MA | 05/2007 | 02/2024 |
| Strategic Advisers Llc | Boston | MA | 08/2014 | 07/2018 |
| Unemployed | Geneva | IL | 03/2024 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-31 |
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