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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| IL | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Deerfield | IL | 11/2020 | 02/2021 |
| Sinopowell | Washington | DC | 01/2017 | 10/2020 |
| Gateway International | Hong Kong | 10/2013 | 12/2016 | |
| Census Bureau | Chicago | IL | 07/2020 | 10/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2021 | 10/2021 |
| Fidelity Investments | Salt Lake City | UT | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-126275|OrgNmn:EconVue|Org Addr:Chicago,Illinois,US|OBA Nature:Public policy and economic res|Invst Rel:N|Title:Researcher|Duties:EconVue has a large amount of economic papers and books, currently very disorganized and stored in numerous boxes, which need to be identified|StrtDt:02-10-26|TotHrs/mon:10|TrdHrs/mon:0|OBA-64210|OrgNmn:Lyft|Org Addr:Chicago,Illinois,US|OBA Nature:Ride Sharing|Invst Rel:N|Title:Lyft Driver|Duties:Lyft Ride Sharing|StrtDt:11-10-21|TotHrs/mon:10|TrdHrs/mon:0|OBA-64209|OrgNmn:Uber|Org Addr:Chicago,Illinois,US|OBA Nature:Uber ride share driver|Invst Rel:N|Title:Uber Driver|Duties:Sharing occasional rides on destination trips (ie when I am going to a certain location anyway)|StrtDt:11-10-21|TotHrs/mon:30|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-31 |
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