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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
15105 S. Lagrange Road, Orland Park, IL 60462-3708 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Channahon | IL | 07/2016 | 03/2018 |
| Independent Financial Partners | Channahon | IL | 07/2016 | 03/2018 |
| Sheridan Road Advisors, Llc | Channahon | IL | 07/2016 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 03/2018 | 04/2021 |
| Fidelity Investments | Orland Park | IL | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-07 |
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