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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 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 | Burlington | WI | 10/2017 | 02/2019 |
| Woodforest National Bank | Antioch | IL | 06/2017 | 10/2017 |
| Velcro Usa Inc. | Boston | MA | 09/2015 | 02/2017 |
| Velcro Usa Inc. | Boston | MA | 03/2017 | 06/2017 |
| Bank Of America, N.A. | Burlington | WI | 05/2018 | 02/2019 |
| Dfs Holding Company Llc | Mt Prospect | IL | 03/2019 | 06/2019 |
| First Midwest Bank | Waukegan | IL | 08/2019 | 07/2021 |
| Lpl Financial Llc | Waukegan | IL | 08/2019 | 07/2021 |
| Fidelity Investments | Salt Lake City | UT | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-12 |
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