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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
Vernon Hills, IL • United States
808 Church St, Evanston, IL 60201-3770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Double Tap Barcade | Iowa City | IA | 02/2023 | 04/2024 |
| Knollwood Country Club | Lake Bluff | IL | 05/2016 | 07/2016 |
| Middle School | Lake Bluff | IL | 08/2013 | 08/2016 |
| Imperial Motors Jaguar | Lake Bluff | IL | 05/2019 | 08/2019 |
| Fidelity Investments | Highland Park | IL | 06/2024 | Present |
| Lou Malnati'S Pizze | Lake Forest | IL | 11/2018 | 04/2019 |
| High School | Lake Forest | IL | 08/2016 | 05/2020 |
| Nnr Global Logistics | Elk Grove Village | IL | 05/2023 | 08/2023 |
| Panera Bread | Lake Bluff | IL | 04/2018 | 09/2018 |
| Nnr Global Logistics | Elk Grove Village | IL | 02/2024 | 04/2024 |
| Univeristy Of Iowa | Iowa City | IA | 07/2020 | 05/2024 |
| Cluckers Charcoal Chicken | Libertyville | IL | 05/2020 | 08/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-22 |
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