Amy Lynn Farber

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Rolling Meadows	IL	07/2016	04/2019
Bank Of America, N.A.	Rolling Meadows	IL	08/2016	04/2019
Fidelity Brokerage Services Llc	Orland Park	IL	05/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2016 → 04/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rolling Meadows, IL
08/2016 → 04/2019

Bank Of America, N.A.

Rolling Meadows, IL
05/2019 → Present

Fidelity Brokerage Services Llc

Orland Park, IL
03/2025 → Present

Fidelity Investments

Boston, MA

2019-05-20 → 2025-03-31

Fidelity Personal And Workplace Advisors

Orland Park, IL
2016-08-02 → 2019-04-24

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
2015-07-01 → 2016-07-14

Charles Schwab & Co., Inc.

Northbrook, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-07-01
S63	Uniform Securities Agent State Law Examination	2013-04-09

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