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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | Glendale Heights | IL | 04/2007 | 04/2020 |
| J.P. Morgan Securities Llc | Glendale Heights | IL | 10/2012 | 04/2020 |
| Fidelity Brokerage Services Llc | Geneva | IL | 04/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-22 |
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