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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-03 |
| IL | RA | APPROVED | 2025-03-31 |
Branch Locations
South Elgin, IL • United States
1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2019 | 05/2022 |
| Bmo Harris Bank Na | Hoffman Estates | IL | 12/2016 | 09/2019 |
| At&T | Rockford | IL | 05/2011 | 12/2016 |
| Fidelity Investments | Deer Park | IL | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-12 |
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