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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
1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • 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 | 06/2017 | 01/2020 |
| Bar Louie | Bolingbrook | IL | 10/2016 | 06/2017 |
| Starbucks | South Elgin | IL | 07/2015 | 12/2016 |
| Fairrington Logistics | Bolingbrook | IL | 09/2016 | 04/2017 |
| Bank Of America, N.A. | Rolling Meadows | IL | 09/2019 | 12/2021 |
| Fidelity Investments | Oak Brook | IL | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-118935|OrgNmn:Echo Ave LLC|Org Addr:Romeoville,Illinois,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Member|Duties:Member, not involved day to day. Wife owns the LLC and operates.|StrtDt:12-30-24|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-22 |
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