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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
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 07/2022 | 03/2023 |
| Home Partners Of America | Chicago | IL | 07/2021 | 08/2021 |
| Proclean Car Wash | Mason | OH | 01/2017 | 03/2018 |
| Mason | Mason | OH | 08/2014 | 05/2018 |
| Miami University | Oxford | OH | 05/2018 | 08/2022 |
| Fidelity Investments | Chicago | IL | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-07 |
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