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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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 06/2021 | 07/2022 |
| Sprint | Chicago | IL | 07/2016 | 11/2018 |
| Sprint | Chicago | IL | 11/2018 | 05/2019 |
| Sprint | Chicago | IL | 05/2019 | 08/2020 |
| T-Mobile | Chicago | IL | 07/2020 | 06/2021 |
| Morgan Stanley | Chicago | IL | 10/2017 | 10/2017 |
| University Of Illinois | Chicago | IL | 08/2014 | 05/2018 |
| Bank Of America, N.A. | Rolling Meadows | IL | 09/2021 | 07/2022 |
| Fidelity Investments | Chicago | IL | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-26 |
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