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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-24 |
| TX | RA | APPROVED | 2026-01-24 |
Branch Locations
1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States
Wheeling, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Highland Park | IL | 12/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 02/2021 | 12/2025 |
| At&T | Chicago | IL | 11/2014 | 02/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-04 |
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