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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-04 |
| CT | RA | APPROVED | 2025-05-14 |
Branch Locations
2821 Northup Way Suit 250, Bellevue, WA 98004 • United States
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2015 | 05/2024 |
| Northwestern Mutual Investment Services Llc | Bellevue | WA | 01/2015 | 05/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2016 | 05/2024 |
| Lpl Financial, Llc | Issaquah | WA | 05/2024 | Present |
| Apella Wealth | Bellevue | WA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-26 |
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