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8605 Santa Monica Blvd Pmb 65044, West Hollywood, CA 90069 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Learnvest Planning Services | Scottsdale | AZ | 04/2014 | 06/2018 |
| Northwestern Mutual Investment Services, Llc | Scottsdale | AZ | 08/2018 | 06/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2018 | 06/2019 |
| Financial Engines Advisors, L.L.C. | Santa Clara | CA | 08/2020 | 12/2020 |
| Unemployed | Scottsdale | AZ | 07/2019 | 10/2019 |
| Brightside Benefit, Inc. | Chandler | AZ | 10/2019 | 04/2020 |
| Unemployed | Scottsdale | AZ | 04/2020 | 08/2020 |
| Northstar | Scottsdale | AZ | 12/2020 | Present |
RJP Farms, not investment related business, 704 Fletcher St, Thurman, IA 51654, it's a family farm, Vice President, 1/2021 start date, 5 hours/month, 5 hours/month, I help with keeping the books and sometimes will do physical labor if back in Iowa.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-01 |
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