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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-12-23 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States
543 West Fullerton Parkway Apt 2R, Chicago, IL 60614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 10/2023 | Present |
| Rose Dental | Nashua | NH | 07/2020 | 10/2023 |
| Triangle Credit Union | Manchester | NH | 01/2018 | 07/2020 |
| Shaw'S Supermarkets | Nashua | NH | 08/2014 | 01/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-08 |
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