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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_RES | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Evanston | IL | 08/2018 | 02/2022 |
| Jpmorgan Chase Bank, N.A. | Evanston | IL | 05/2018 | 02/2022 |
| Bank Of America | Highland Park | IL | 07/2015 | 05/2018 |
| College Of Lake County | Grayslake | IL | 08/2009 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 03/2022 | 08/2022 |
| Bank Of America, N.A. | Rolling Meadows | IL | 05/2022 | 08/2022 |
| Fidelity Investments | Covington | KY | 08/2022 | Present |
| University Of Illinois Springfield | Springfield | IL | 01/2021 | 08/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-18 |
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