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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-04-30 |
| PA | RA | APPROVED | 2025-11-12 |
| OK | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED | 2025-10-31 |
| NJ | RA | APPROVED | 2025-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Edison | NJ | 01/2021 | 10/2024 |
| New York Life Insurance Company | Edison | NJ | 07/2020 | 01/2021 |
| Robin Ford Inc | Glenolden | PA | 05/2002 | 05/2021 |
| Toyota | Turnersville | NJ | 01/2020 | 05/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2024 | 06/2025 |
| Northwestern Mutual Investment Services Llc | Mount Laurel | NJ | 11/2024 | 06/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2025 | 06/2025 |
| Thrivent Investment Management Inc | Chesterbrook | PA | 07/2025 | Present |
| Thrivent Financial | Appleton | WI | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-05 |
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