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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-17 |
| TX | RA | APPROVED_RES | 2025-07-16 |
Branch Locations
Orland Park, IL • United States
15105 S. Lagrange Road, Orland Park, IL 60462-3708 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orland Park | IL | 09/2015 | 04/2025 |
| Bank Of America, N.A. | Orland Park | IL | 09/2015 | 04/2025 |
| Fidelity Investments | Orland Park | IL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-26 |
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