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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Student | Arlington Heights | IL | 09/2006 | 06/2018 |
| Sirva Worldwide Relocation & Moving | Oakbrook Terrace | IL | 06/2019 | 08/2019 |
| University Of Redlands | Redlands | CA | 09/2018 | 04/2022 |
| Citrus Wealth Management | Redlands | CA | 03/2021 | 10/2022 |
| Arlington Heights Park District | Arlington Heights | IL | 10/2015 | 08/2018 |
| Dreams Gymnastics And Dance | Glenview | IL | 01/2017 | 08/2018 |
| Raymond James Financial Services, Inc. | Redlands | CA | 03/2022 | 10/2022 |
| Concurrent Advisors | Redlands | CA | 03/2022 | 10/2022 |
| Raymond James Financial Services, Inc. | Redlands | CA | 02/2021 | 02/2022 |
| Raymond James Financial Services Advisors, Inc. | Redlands | CA | 06/2022 | 10/2022 |
| Fidelity Investments | Dana Point | CA | 10/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-113891|OrgNmn:Travel Blog|Org Addr:Dana Point,California,US|OBA Nature:Travel Blog|Invst Rel:N|Title:Blog Founder|Duties:Writing|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-29 |
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