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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Dry Ridge, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target | Arlington Heights | IL | 01/2018 | 06/2018 |
| Aerotek | Schaumburg | IL | 10/2018 | 12/2018 |
| Prospect Heights School District | Prospect Heights | IL | 06/2016 | 09/2016 |
| Navy Federal Credit Union | Pensacola | FL | 12/2019 | 07/2024 |
| Fidelity Investments | Covington | KY | 08/2024 | Present |
| Pensacola Christian College | Pensacola | FL | 12/2018 | 06/2019 |
| Harper College | Palatine | IL | 10/2017 | 01/2018 |
| Junk Remedy | Lake Zurich | IL | 05/2017 | 10/2017 |
| Junk Remedy | Lake Zurich | IL | 06/2018 | 10/2018 |
| Unemployed | Pensacola | FL | 10/2019 | 12/2019 |
| Advantaclean | East Dundee | IL | 06/2019 | 10/2019 |
| Paylocity | Schaumburg | IL | 09/2016 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-20 |
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