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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-12-11 |
| TX | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Chicago | IL | 12/2020 | 03/2024 |
| Techonomic, Inc | Chicago | IL | 08/2019 | 12/2020 |
| Chanel At Macy'S | Chicago | IL | 04/2019 | 06/2019 |
| Unemployment | Chicago | IL | 09/2023 | 03/2024 |
| Td Ameritrade | Chicago | IL | 12/2020 | 03/2023 |
| Blue Sushi Sake Grill (Flagship Restaurant) | Naperville | IL | 05/2017 | 08/2017 |
| Bulldog Ale House (147 Weber Company) | Bolingbrook | IL | 08/2015 | 05/2017 |
| Loyola University Chicago | Chicago | IL | 08/2016 | 05/2020 |
| Fidelity Investments | Westlake | TX | 03/2024 | Present |
| Bank Of America Merrill Lynch | Chicago | IL | 08/2018 | 11/2018 |
| Tastytrade Inc. | Chicago | IL | 03/2023 | 09/2023 |
| Loyola University Chicago | Chicago | IL | 04/2017 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-13 |
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