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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-30 |
| TX | RA | APPROVED | 2026-06-30 |
Branch Locations
1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • United States
South Elgin, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | South Elgin | IL | 07/2015 | 05/2019 |
| Dc Ranch Village Health Club And Spas | Scottsdale | AZ | 02/2024 | 07/2024 |
| Greyhawk Golf Course | Scottsdale | AZ | 03/2023 | 06/2024 |
| Lululemon | Scottsdale | AZ | 10/2022 | 12/2022 |
| Zipps Sports Bar And Grill | Tempe | AZ | 11/2023 | 12/2023 |
| Unemployed | South Elgin | IL | 10/2024 | 10/2024 |
| Unemployed | Tempe | AZ | 09/2022 | 09/2022 |
| Express Employment Professionals | Elk Grove Village | IL | 09/2024 | 09/2024 |
| Evergreen Alliance Golf Limited Lp | Scottsdale | AZ | 06/2023 | 06/2024 |
| J.P. Morgan Securities Llc | Barrington | IL | 07/2025 | 01/2026 |
| Saint Charles Country Club | Saint Charles | IL | 05/2019 | 07/2022 |
| Jr Capital | Scottsdale | AZ | 02/2024 | 06/2024 |
| Unemployed | South Elgin | IL | 08/2024 | 08/2024 |
| Fidelity Investments | Oak Brook | IL | 03/2026 | Present |
| Unemployed | Tempe | AZ | 01/2023 | 02/2023 |
| Jpmorgan Chase Bank, N.A. | Barrington | IL | 07/2025 | 01/2026 |
| Morgan Stanley | Chicago | IL | 11/2024 | 06/2025 |
| Buffalo Wild Wings | South Elgin | IL | 05/2022 | 08/2022 |
| Unemployed | South Elgin | IL | 02/2026 | 03/2026 |
| P.M.G Publishing Llc | Tempe | AZ | 11/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-22 |
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