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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Platinum Care Group And Advocate Wellness | Carol Stream | IL | 07/2014 | 09/2018 |
| Kasper | Schaumburg | IL | 08/2017 | 01/2018 |
| Aras Global | Schaumburg | IL | 07/2019 | 08/2019 |
| Career Education Corporation | Schaumburg | IL | 10/2019 | 06/2020 |
| Visit-Healthcare | Niles | IL | 08/2021 | 12/2021 |
| Harper College | Palatine | IL | 08/2014 | 05/2017 |
| Roosevelt University | Schaumburg | IL | 08/2017 | 05/2019 |
| Platinum Care Group And Advocate Wellness | Carol Stream | IL | 10/2018 | 09/2022 |
| Thrivent Investment Management Inc. | Chicago | IL | 11/2022 | 12/2023 |
| Thrivent Financial | Appleton | WI | 10/2023 | 12/2023 |
| Fidelity Investments | Naperville | IL | 01/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-28 |
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