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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Scottsdale, AZ • United States
7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Learnvest Inc. | Scottsdale | AZ | 02/2015 | 05/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2018 | 05/2019 |
| Northwestern Mutual Investment Services, Llc | Scottsdale | AZ | 05/2018 | 07/2020 |
| Fidelity Brokerage Services Llc | Scottsdale | AZ | 07/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-15 |
| S65 | Uniform Investment Adviser Law Examination | 2015-04-02 |
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