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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
15105 S. Lagrange Road, Orland Park, IL 60462-3708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hope College | Holland | MI | 08/2013 | 04/2017 |
| Monroe, Sweeris, & Tromp Plc | Grand Rapids | MI | 01/2016 | 07/2019 |
| Infor | Chicago | IL | 08/2019 | 05/2021 |
| Fidelity Investments | Orland Park | IL | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-01 |
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