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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
1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Topgolf | Naperville | IL | 09/2016 | 09/2017 |
| Xsport Fitness | Naperville | IL | 05/2017 | 08/2017 |
| G.M Warehouse | Chicago | IL | 06/2018 | 09/2018 |
| Fidelity Investments | Oak Brook | IL | 05/2019 | 09/2019 |
| University Of Illinois-Urbana Champaign | Champaign | IL | 08/2016 | 05/2020 |
| Fidelity Investments | Oak Brook | IL | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-07 |
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