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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-18 |
| CO | RA | APPROVED | 2020-10-06 |
| TX | RA | APPROVED_RES | 2020-10-05 |
Branch Locations
7620 Little River Tpke, Annandale, VA 22003 • United States
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
3289 Arapahoe Ave, Boulder, CO 80303 • United States
1155 Canyon Blvd Ste 200, Boulder, CO 80302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Pittsburgh | Pittsburgh | PA | 08/2010 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2011 | Present |
| Northwestern Mutual Investment Services, Llc | Pittsburgh | PA | 06/2012 | 10/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 10/2020 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 10/2020 | Present |
MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND /OR DISABILITY INCOME INSURANCE PRODUCTS.' RENTAL PROPERTY, INVT RELATED, PITTSBURGH, PA, 100% OWNERSHIP WITH SPOUSE, START DATE 7/1/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, ENSURE PROPERTY IS INHABITABLE AND OCCUPIED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-15 |
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