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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-20 |
| IL | RA | APPROVED | 2026-03-03 |
Branch Locations
47 E Chicago Ave, Naperville, IL 60540-5325 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Darien | IL | 08/2021 | 12/2024 |
| Clarke Mosquito Control Products | Roselle | IL | 04/2022 | 08/2022 |
| Center Cass School District 66 | Darien | IL | 01/2021 | 08/2021 |
| Fidelity Investments | Geneva | IL | 07/2025 | Present |
| John B Sanfilippo & Son Inc. | Elgin | IL | 05/2023 | 08/2023 |
| Davis Center For Protfolio Management | Dayton | OH | 01/2024 | 05/2024 |
| Nu-Way Industries | Des Plaines | IL | 05/2024 | 08/2024 |
| Unemployed | Darien | IL | 09/2020 | 05/2021 |
| Center Cass School District 66 | Darien | IL | 06/2016 | 08/2019 |
| Unemployed | Darien | IL | 12/2024 | 06/2025 |
| The Farm | Westmont | IL | 04/2019 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-20 |
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