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Bedford, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-19 |
Branch Locations
Cornelius, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial | Statesville | NC | 06/2014 | 01/2017 |
| Vanguard | Charlotte | NC | 01/2017 | 08/2022 |
| Student | Milan | 09/2022 | 12/2023 | |
| Pfc | Milan | 01/2024 | 04/2024 | |
| Jacqueline Fish | Charlotte | NC | 07/2024 | Present |
| William Bailey | Charlotte | NC | 07/2024 | Present |
| Northwestern Mutual Investment Services Llc | Charlotte | NC | 07/2024 | Present |
| William Bailey | Charlotte | NC | 05/2024 | 07/2024 |
| Jacqueline Fish | Charlotte | NC | 05/2024 | 07/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-13 |
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