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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
1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bass Pro Shops | Gurnee | IL | 09/2021 | 05/2022 |
| Sparrow Landscaping | Lincoln | IL | 06/2017 | 09/2021 |
| Dash Group | Mundelein | IL | 06/2022 | 08/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2022 | 01/2023 |
| Northwestern Mutual Investment Services Llc | Vernon Hills | IL | 12/2022 | 01/2023 |
| Dominos | Mundelein | IL | 01/2023 | 02/2023 |
| Fidelity Investments | Highland Park | IL | 02/2023 | Present |
| Lincoln Community Highschool | Lincoln | IL | 08/2015 | 07/2019 |
| Lake Forest College | Lake Forest | IL | 08/2019 | 12/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-28 |
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