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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-10 |
| IL | RA | APPROVED | 2025-10-06 |
| WI | RA | APPROVED | 2025-10-06 |
Branch Locations
8235 Greenway Blvd, Middleton, WI 53562-3581 • United States
Cortland, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald's Restaurant | Dekalb | IL | 05/2009 | 06/2019 |
| J.P. Morgan Chase | Saint Charles | IL | 01/2016 | 07/2019 |
| Lasalle Network/Ale Solutions | Schaumburg | IL | 07/2019 | 08/2019 |
| Thomson Linear Motion | Marengo | IL | 09/2019 | 05/2020 |
| Ymca | Dekalb | IL | 01/2020 | 04/2021 |
| Accounting Principals/Dovenmuhle | Schaumburg | IL | 10/2020 | 04/2021 |
| Fidelity Investments | Geneva | IL | 04/2021 | Present |
OBA-132758|OrgNmn:YMCA of Dane County |Org Addr:Sun Prairi,Wisconsin,US|OBA Nature:Sports Instructor|Invst Rel:N|Title:Sports Instructor/ Site Superviso|Duties:Helping coaching children in basketball and refreeing other various sports |StrtDt:08-10-26|TotHrs/mon:12|TrdHrs/mon:0|OBA-116467|OrgNmn:Madison School & Community Recreation|Org Addr:Madison ,Illinois,US|OBA Nature:referee after work hours 7pm-1|Invst Rel:N|Title:offical |Duties:referee for the rec league games |StrtDt:02-03-25|TotHrs/mon:6|TrdHrs/mon:0|OBA-116469|OrgNmn:Madison School & Community Recreation |Org Addr:Madison ,Wisconsin,US|OBA Nature:referee |Invst Rel:N|Title:offical |Duties:referee for recreational basketball games |StrtDt:02-03-25|TotHrs/mon:6|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-26 |
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