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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oak Brook | IL | 11/2018 | 02/2020 |
| Unemployed | Orland Park | IL | 07/2018 | 11/2018 |
| Arts Alliance Illinois | Chicago | IL | 05/2018 | 07/2018 |
| Duke University And Duke University Press | Durham | NC | 09/2015 | 03/2018 |
| Bank Of America, N.A. | Oak Brook | IL | 12/2018 | 02/2020 |
| Fidelity Brokerage Services Llc | Highland Park | IL | 02/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-116596|OrgNmn:DePaul University |Org Addr:Chicago,Illinois,US|OBA Nature:Private University|Invst Rel:N|Title:Instructor|Duties:Teaching certified financial planning course at DePaul university. This curriculum is built by the CFP board. Students will include those purs|StrtDt:04-09-25|TotHrs/mon:20|TrdHrs/mon:0|OBA-17119|OrgNmn:Wealth I Am LLC|Org Addr:1555 Sherm,Illinois,US|OBA Nature:Producing storytelling events |Invst Rel:N|Title:Founder|Duties:1)Produce events w/ stories & plays on the theme of financial literacy 2) Creative Writing workshops|StrtDt:02-17-20|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-08 |
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