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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
Western Springs, IL • United States
1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Iowa City | IA | 08/2018 | 04/2023 |
| Student | Western Springs | IL | 03/2011 | 05/2018 |
| Caseys Meat Market | Western Springs | IL | 08/2016 | 08/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2021 | 09/2021 |
| Northwestern Mutual Investment Services Llc | Schaumburg | IL | 02/2022 | 04/2023 |
| John Klich | Schaumburg | IL | 09/2021 | 04/2023 |
| Timothy Jackson | Schamburg | IL | 04/2022 | 04/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2022 | 04/2023 |
| Fidelity Investments | Oak Brook | IL | 04/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-20 |
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