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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
15105 S. Lagrange Road, Orland Park, IL 60462-3708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Chicago | IL | 07/2022 | 12/2023 |
| Gohealth | Chicago | IL | 08/2021 | 07/2022 |
| Chicago Park District | Chicago | IL | 06/2014 | 09/2018 |
| Saint Vincent Rehab Solutions /Allegheny Health Network | Erie | PA | 11/2018 | 11/2019 |
| Fidelity Investments | Salt Lake City | UT | 12/2023 | Present |
| Unemployed | Chicago | IL | 09/2018 | 11/2018 |
| Saint Vincent Occupational Health /Allegheny Health Network | Erie | PA | 11/2019 | 06/2020 |
| Lake Forest Country Day School | Chicago | IL | 06/2020 | 08/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-05 |
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