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7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-02-09 |
Branch Locations
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Grand Rapids | MI | 04/2015 | 02/2017 |
| Northwestern Mutual Investment Services Llc | Grand Rapids | MI | 02/2015 | 09/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2017 | 09/2023 |
| Lifeworks Advisors, Llc | Grand Rapids | MI | 09/2023 | 07/2025 |
| Massmutual Life Insurance Co | Grand Rapids | MI | 08/2025 | Present |
| Mml Investors Services, Llc | Grand Rapids | MI | 08/2025 | Present |
| Bull Harbor Capital | Bethesda | MD | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-05-09 |
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