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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Fort Myers, FL • United States
6921 Daniels Parkway Suite 200, Fort Myers, FL 33912-1534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 10/2020 | 10/2022 |
| Florida Gulf Coast University | Fort Myers | FL | 01/2018 | 10/2020 |
| Usa South Volleyball Club | Estero | FL | 08/2018 | 07/2022 |
| Middle Tennessee State University | Murfreesboro | TN | 01/2017 | 12/2017 |
| Davidson College | Davidson | NC | 01/2016 | 12/2016 |
| Fidelity Investments | Covington | KY | 10/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-128729|OrgNmn:Chicago Realty LLC|Org Addr:Fort Myers,Florida,US|OBA Nature:residental real estate rentals|Invst Rel:Y|Title:Partner|Duties:Land Lords but will have another company do the maintenance. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-14 |
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