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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 |
|---|---|---|---|---|
| Marco's Grilled Cheese | Chicago | IL | 02/2022 | 04/2022 |
| Fidelity Investments | Highland Park | IL | 06/2021 | 08/2021 |
| University Of Iowa Parking And Transportation | Iowa City | IA | 10/2020 | 05/2021 |
| Two Men And A Truck | Chicago | IL | 05/2020 | 08/2020 |
| Graduate Hotels | Iowa City | IA | 10/2019 | 03/2020 |
| Delmonico's Restaurant | Chicago | IL | 06/2019 | 08/2019 |
| Eden Bar And Lounge | Iowa City | IL | 11/2018 | 03/2019 |
| Summit Bar | Iowa City | IA | 10/2018 | 11/2018 |
| Itasca Waterpark | Itasca | IL | 05/2015 | 06/2018 |
| Vienna University Of Economics And Business | Vienna | 09/2021 | 12/2021 | |
| Fidelity Investments | Highland Park | IL | 06/2022 | Present |
| University Of Iowa | Iowa City | IA | 09/2018 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
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