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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-02-11 |
Branch Locations
950 Essington Road Suite 2A, Joliet, IL 60435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Lemont | IL | 03/2017 | 10/2019 |
| Jp Morgan Chase Bank | Lemont | IL | 08/2011 | 10/2019 |
| Lpl Financial Llc | Joliet | IL | 11/2019 | 02/2022 |
| Commonwealth Financial Network | Waltham | MA | 02/2022 | Present |
Fixed insurance sales; Located at 950 Essington Road Suite 2A, Joliet, IL 60435, as of 03/06/2024; 1% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-05 |
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