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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 | 12/2020 | Present |
| The Habitat Company | Chicago | IL | 10/2020 | 12/2020 |
| Es Tas Bar And Grill | Ames | IA | 02/2016 | 03/2019 |
| Legacy Investment Real Estate Services, Llc | Chicago | IL | 05/2019 | 10/2020 |
| Papa John's Pizza | Ames | IA | 03/2016 | 09/2016 |
| Iowa State University | Ames | IA | 01/2017 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-28 |
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