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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-14 |
| TX | RA | APPROVED | 2025-07-14 |
Branch Locations
20530 North Rand Road Suite 448, Deer Park, IL 60010-7233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Schaumburg | IL | 06/2023 | Present |
| Indiana University | Bloomington | IN | 08/2019 | 05/2023 |
| Fidelity Investments | Schaumburg | IL | 05/2022 | 08/2022 |
| Community Unit School District 200 | Wheaton | IL | 05/2021 | 08/2021 |
| Fedex Ground | Carol Stream | IL | 05/2020 | 08/2020 |
| Arrowhead Golf Club & Restaurant | Wheaton | IL | 12/2017 | 08/2019 |
| Wheaton Warrenville South High School | Wheaton | IL | 08/2015 | 06/2019 |
| Leadership & Involvement - Wheaton Park District | Wheaton | IL | 03/2018 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-30 |
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