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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-03 |
| TX | RA | APPROVED | 2025-04-03 |
Branch Locations
1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 02/2018 | 09/2020 |
| Bank Of America, N.A. | Chicago | IL | 02/2018 | 09/2020 |
| The Home Depot | Chicago | IL | 10/2016 | 03/2018 |
| Northeastern Illinois University | Chicago | IL | 08/2013 | 12/2017 |
| Illinois Army National Guard | Rock Falls | IL | 07/2009 | 07/2018 |
| E*Trade Securities Llc | Chicago | IL | 09/2020 | 09/2023 |
| E*Trade Capital Management Llc | Chicago | IL | 09/2020 | 09/2023 |
| Morgan Stanley | Chicago | IL | 09/2023 | 02/2025 |
| Fidelity Investments | Highland Park | IL | 02/2025 | Present |
OBA-117034|OrgNmn:Big Z Holdings|Org Addr:Chicago,Illinois,US|OBA Nature:I own an ATM|Invst Rel:N|Title:Owner|Duties:Monitor and refill machine as needed|StrtDt:01-01-24|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-22 |
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