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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_RES | 2025-03-31 |
Branch Locations
1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • United States
Elgin, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors | Hoffman Estates | IL | 07/2012 | 12/2016 |
| Fidelity Brokerage Services Llc | Schaumburg | IL | 12/2016 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-22 |
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