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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 | 2025-03-31 |
Branch Locations
1200 Wilshire Blvd, Santa Monica, CA 90403-5407 • United States
Marina Del Rey, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Naperville | IL | 09/2023 | Present |
| U.S. Bank | Chicago | IL | 06/2018 | 06/2022 |
| The Northern Trust Company | Chicago | IL | 02/2014 | 06/2018 |
| Self Employed | Downers Grove | IL | 07/2022 | 08/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-18 |
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