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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 |
|---|---|---|---|---|
| Fidelity Investments | Oak Brook | IL | 06/2021 | Present |
| Renaissance Wealth Management | Bloomington | IL | 08/2020 | 05/2021 |
| Illinois State University | Normal | IL | 08/2016 | 05/2021 |
| Posto 31 | La Grange | IL | 05/2018 | 07/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-02 |
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