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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-20 |
| IL | RA | APPROVED | 2025-09-17 |
Branch Locations
Willowbrook, IL • United States
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 |
|---|---|---|---|---|
| Grant Sehl Maintenance | New Port Richey | FL | 09/2014 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 03/2024 | 08/2025 |
| Bank Of America | Chicago | IL | 07/2018 | 03/2024 |
| Kyrene School District | Tempe | AZ | 10/2017 | 07/2018 |
| Pepsi | Phoenix | AZ | 04/2017 | 10/2017 |
| Shutterfly Lifetouch Llc | Chandler | AZ | 11/2023 | 12/2023 |
| Fidelity Investments | Orland Park | IL | 09/2025 | Present |
| Express Employment Professionals | Tempe | AZ | 04/2017 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-30 |
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