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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| WI | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Skokie | IL | 02/2019 | 09/2019 |
| Northwestern Mutual Investment Services Llc | Skokie | IL | 02/2019 | 09/2019 |
| Gage Hospitality Group | Chicago | IL | 06/2018 | 05/2019 |
| Lettuce Entertain You Enterprise | Chicago | IL | 08/2015 | 03/2018 |
| Depaul University | Chicago | IL | 09/2013 | 03/2018 |
| Jpmorgan Chase Bank Na | Chicago | IL | 01/2020 | 06/2021 |
| Jpmorgan Securities Llc | Chicago | IL | 01/2020 | 06/2021 |
| Unemployed | Chicago | IL | 04/2018 | 05/2018 |
| Unemployed | Chicago | IL | 10/2019 | 12/2019 |
| Fidelity Investments | Chicago | IL | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-16 |
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