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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_RES | 2025-03-31 |
Branch Locations
Lake Villa, IL • United States
20530 North Rand Road Suite 448, Deer Park, IL 60010-7233 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| School Dist.187 | North Chicago | IL | 02/2014 | 11/2016 |
| Elizabeth City State University | Elizabeth City | NC | 11/2016 | 07/2017 |
| Itasca Community College | Grand Rapids | MN | 07/2017 | 07/2018 |
| Waukegan School District 60 | Waukegan | IL | 07/2018 | 02/2019 |
| Thg Financial Strategies | Oakbrook Terrace | IL | 02/2018 | 04/2021 |
| Thrivent Investment Management Inc | Arlington Heights | IL | 05/2021 | 07/2022 |
| Thrivent Financial | Appleton | WI | 05/2021 | 10/2021 |
| Thrivent Financial | Appleton | WI | 10/2021 | 07/2022 |
| Fidelity Investments | Deerpark | IL | 08/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-23 |
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