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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Chicago | IL | 11/2008 | 05/2019 |
| Jpmorgan Securities Llc | Chicago | IL | 06/2014 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 05/2020 | 12/2021 |
| Adler University | Chicago | IL | 05/2019 | 03/2020 |
| Fidelity Investments | Covington | KY | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-67041|OrgNmn:Mobile Notary|Org Addr:Houston,Texas,US|OBA Nature:Mobile Notary|Invst Rel:N|Title:Independent Contractor|Duties:Drive to client and notarize documents|StrtDt:01-01-22|TotHrs/mon:5|TrdHrs/mon:0|OBA-67018|OrgNmn:Adorable Finds|Org Addr:Houston,Texas,US|OBA Nature:Ecommerce- selling baby clothe|Invst Rel:N|Title:Sole Proprietor|Duties:My parents handle this small business for me.|StrtDt:10-01-21|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-06 |
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