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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
20530 North Rand Road Suite 448, Deer Park, IL 60010-7233 • United States
Mount Prospect, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Bank Club | Chicago | IL | 11/1995 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 01/2018 | 07/2023 |
| Bank Of America, N.A. | Rolling Meadows | IL | 03/2018 | 07/2023 |
| Fidelity Investments | Deer Park | IL | 07/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-29 |
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