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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| All Saints Athletic Association | Naperville | IL | 08/2016 | 03/2020 |
| Yogi'S Cafe | Naperville | IL | 05/2019 | 08/2019 |
| Unemployed | Tempe | AZ | 07/2021 | 05/2022 |
| White Eagle Golf Club | Naperville | IL | 06/2020 | 08/2020 |
| Wilderness Falls | Bolingbrook | IL | 05/2017 | 08/2017 |
| Fidelity Investments | Scottsdale | AZ | 01/2024 | Present |
| Unemployed | Tempe | AZ | 08/2022 | 06/2023 |
| Unemployed | Tempe | AZ | 09/2020 | 05/2021 |
| Unemployed | Naperville | IL | 03/2020 | 06/2020 |
| Hightower Advisors | Chicago | IL | 06/2023 | 08/2023 |
| Avolve Fitness South Naperville | Naperville | IL | 05/2021 | 07/2021 |
| White Eagle Golf Club | Naperville | IL | 05/2022 | 07/2022 |
| Unemployed | Tempe | AZ | 08/2023 | 01/2024 |
| Eat The Frog Fitness South Naperville | Naperville | IL | 06/2021 | 07/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-07 |
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