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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-09 |
| TX | RA | APPROVED | 2026-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glen Oak Country Club | Glen Ellyn | IL | 05/2016 | 05/2018 |
| Black Tie Formal Wear | Lombard | IL | 12/2017 | 05/2018 |
| Kormex Metal Craft | Lomabard | IL | 05/2019 | 08/2019 |
| Home Depot | Glendale Heights | IL | 11/2020 | 01/2021 |
| University Of Dayton | Dayton | OH | 08/2020 | 05/2021 |
| Dayton Freight Lines Inc | Huber Heights | OH | 01/2021 | 08/2021 |
| Rnl Scalefunder | Dayton | IL | 10/2021 | 05/2022 |
| Fidelity Investments | Orland Park | IL | 05/2022 | Present |
| Unemployed | Glen Ellyn | IL | 05/2020 | 08/2020 |
| Premier Landscaping | Lemont | IL | 05/2021 | 08/2021 |
| Unemployed | Wheaton | IL | 05/2019 | 08/2019 |
| Unemployed | Dayton | OH | 08/2019 | 05/2020 |
| Unemployed | Dayton | OH | 05/2018 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-25 |
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