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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
1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Covington | OH | 11/2019 | Present |
| Adp | Florence | KY | 11/2017 | 09/2019 |
| Ohio University | Athens | OH | 08/2012 | 12/2016 |
| Arnold J. Eisenberg, Inc | Beachwood | OH | 01/2017 | 11/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-14 |
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