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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 |
| WI | RA | APPROVED | 2025-03-31 |
Branch Locations
600 N Barker Road, Brookfield, WI 53045-5982 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 01/2018 | 01/2022 |
| Medline Industries | Northfield | IL | 03/2017 | 12/2017 |
| Illilnois State University | Normal | IL | 01/2015 | 12/2016 |
| Lake Forest Health And Fitness Center | Lake Forest | IL | 08/2012 | 03/2017 |
| Mass Mutual | Grayslake | IL | 08/2017 | 08/2017 |
| Charles Schwab/Td Ameritrade | Brookfield | WI | 01/2022 | 06/2022 |
| E*Trade Securities Llc | Chicago | IL | 07/2022 | 08/2023 |
| E*Trade Capital Management Llc | Chicago | IL | 07/2022 | 08/2023 |
| Morgan Stanley | Chicago | IL | 01/2023 | 08/2023 |
| Fidelity Investments | Mequon | WI | 08/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-12 |
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