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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-17 |
| IL | RA | APPROVED | 2025-03-31 |
Branch Locations
401 N. Michigan Ave Ste 100, Chicago, IL 60611-2200 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clinique | Wi | WI | 03/2016 | 12/2017 |
| Orangetheory Fitness | Il | IL | 12/2018 | 08/2019 |
| Yoga Six Milwaukee | Wi | WI | 02/2017 | 12/2017 |
| Fidelity Investments | Chicago | IL | 03/2024 | Present |
| University Of Wisconsin-Milwaukee | Wi | WI | 08/2015 | 12/2019 |
| Village Green | Il | IL | 08/2019 | 10/2021 |
| J Crew | Wi | WI | 10/2015 | 10/2016 |
| Vesta Preferred Realty | Il | IL | 08/2023 | 02/2024 |
| Dream Town Realty | Il | IL | 01/2023 | 08/2023 |
| Aptamigo | Il | IL | 10/2021 | 01/2023 |
| Swift Air | Nc | NC | 12/2017 | 12/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-28 |
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