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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| IL | RA | APPROVED | 2025-03-31 |
Branch Locations
Downers Grove, IL • United States
1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Schaumburg | IL | 03/2024 | Present |
| Tcf (Now Huntington) | Lombard | IL | 07/2015 | 10/2019 |
| Bmo Harris Bank | Naperville | IL | 10/2019 | 09/2020 |
| Jp Morgan Chase Bank | Wheaton | IL | 09/2020 | 06/2022 |
| Fifth Third Bank | Lombard | IL | 06/2022 | 09/2023 |
| Hand & Stone | Wheaton | IL | 10/2021 | 12/2022 |
| Trustbank | Wheaton | IL | 09/2023 | 03/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-09 |
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