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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2015 | 08/2021 |
| Northwestern Mutual Investment Services, Llc. | Allen | TX | 09/2015 | 08/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2017 | 08/2021 |
| Broadpath | Tucson | AZ | 08/2021 | 04/2022 |
| Fidelity Investments | Westlake | TX | 05/2022 | Present |
| Doordash | Tucson | AZ | 03/2022 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-110662|OrgNmn:IMBELOV Enterprises, LLC|Org Addr:McKinney,Texas,US|OBA Nature:Real Estate Management, Consul|Invst Rel:Y|Title:Director|Duties:Contact properties owners and secure a price to purchase real estate. Enter into agreements with contractors to rehab the property. Work with |StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|OBA-113467|OrgNmn:McKinney Park, Rec, and Open Space Advisory Board|Org Addr:McKinney,Texas,US|OBA Nature:Advises City Council on matter|Invst Rel:N|Title:Board Member Parks and Rec Open S|Duties:Board member that works to improve the city of McKinney and their use of Parks, Trails, and Open Spaces. Votes to submit to city council to ap|StrtDt:10-01-25|TotHrs/mon:2|TrdHrs/mon:0|OBA-68535|OrgNmn:Self-employed|Org Addr:McKinney,Texas,US|OBA Nature:author, coaching, consultant|Invst Rel:N|Title:Sole Proprietor|Duties:Writing, Editing, and publishing|StrtDt:05-09-22|TotHrs/mon:10|TrdHrs/mon:0|OBA-68534|OrgNmn:DoorDash|Org Addr:San Franci,California,US|OBA Nature:Scheduling and delivery servic|Invst Rel:N|Title:Independent Contractor|Duties:accept delivery orders, pickup from businesses and promptly and efficiently drop off at consumers home/business|StrtDt:05-09-22|TotHrs/mon:40|TrdHrs/mon:0|OBA-68532|OrgNmn:Inteletravel|Org Addr:McKinney,Texas,US|OBA Nature:Independent Travel Agency |Invst Rel:N|Title:Independent Contractor|Duties:Fact-find, research, quote, schedule and enroll in travel related activities for consumers. Payments are made to my travel business by Intelet|StrtDt:05-09-22|TotHrs/mon:40|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-30 |
| S65 | Uniform Investment Adviser Law Examination | 2004-09-24 |
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