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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 |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 06/2020 | 03/2023 |
| Benihana | Lombard | IL | 06/2014 | 09/2016 |
| Alera Investment Advisors | Deerfield | IL | 06/2020 | 03/2023 |
| Augustana College | Rock Island | IL | 09/2016 | 05/2020 |
| Unemployed | Chicago | IL | 12/2023 | 05/2024 |
| Fidelity Investments | Westlake | TX | 05/2024 | Present |
| Wells Fargo Clearing Services, Llc | Schaumburg | IL | 03/2023 | 12/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-22 |
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