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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
401 N. Michigan Ave Ste 100, Chicago, IL 60611-2200 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 01/2022 | 09/2022 |
| Creative Financial Staffing (Cfs) | Chicago | IL | 08/2021 | 12/2021 |
| At Your Service | Chicago | IL | 06/2021 | 07/2021 |
| Cpr Transit | West Chicago | IL | 06/2019 | 08/2019 |
| Glen Ellyn Park District | Glen Ellyn | IL | 06/2019 | 08/2019 |
| Young Innovations | Algonquin | IL | 06/2018 | 08/2018 |
| Young Innovations | Algonquin | IL | 06/2017 | 08/2017 |
| Glenbard West High School | Glen Ellyn | IL | 08/2013 | 06/2017 |
| University Of Dayton | Dayton | OH | 08/2017 | 06/2019 |
| College Of Dupage | Glen Ellyn | IL | 08/2019 | 06/2020 |
| University Of Illinois-Chicago | Chicago | IL | 08/2020 | 12/2021 |
| Fidelity Investments | Glen Ellyn | IL | 10/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-06 |
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