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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-07 |
| IL | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Orland Park | IL | 06/2015 | 07/2021 |
| Fidelity Investments | Naperville | IL | 09/2024 | Present |
| Fifth Third Securities, Inc | Orland Park | IL | 10/2015 | 07/2021 |
| J.P. Morgan Securities Llc | Downers Grove | IL | 08/2021 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | Downers Grove | IL | 08/2021 | 09/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-30 |
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