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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-31 |
Branch Locations
1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States
Worthington, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Columbus | OH | 05/2013 | 10/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2012 | 10/2017 |
| Ohio State University | Columbus | OH | 08/2010 | 10/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 10/2017 |
| Fidelity Brokerage Services Llc | Columbus | OH | 11/2017 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-24 |
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