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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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | Deerfield | IL | 08/2020 | 06/2021 |
| Unemployed | Chicago | IL | 03/2020 | 07/2020 |
| Mass Mutual | Chicago | IL | 11/2019 | 02/2020 |
| Depaul University | Chicago | IL | 01/2018 | 11/2019 |
| Pizza Hut | Lake Zurich | IL | 12/2017 | 02/2018 |
| Depaul University | Chicago | IL | 04/2017 | 11/2017 |
| Jimmy Johns | Barrington | IL | 08/2016 | 02/2017 |
| Fidelity Investments | Chicago | IL | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-14 |
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