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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-08-11 |
| CO | RA | APPROVED | 2026-06-22 |
| PA | RA | APPROVED | 2026-05-07 |
| FL | RA | APPROVED | 2026-04-30 |
| TX | RA | APPROVED | 2026-04-15 |
| AR | RA | APPROVED | 2026-01-21 |
| ID | RA | APPROVED | 2025-11-13 |
| NE | RA | APPROVED | 2025-04-17 |
| AZ | RA | APPROVED | 2025-02-06 |
| CA | RA | APPROVED | 2025-01-27 |
Branch Locations
428 S Gilbert Road, Building 4 Ste 115, Gilbert, AZ 85296 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2015 | 05/2024 |
| Northwestern Mutual Investment Services Llc | Chandler | AZ | 07/2015 | 05/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2016 | 05/2024 |
| The Herb Box | Scottsdale | AZ | 02/2016 | 10/2016 |
| Oregano'S Pizza Bistro | Gilbert | AZ | 10/2016 | 06/2017 |
| Guardian Life Insurance Company | Gilbert | AZ | 05/2024 | Present |
| Park Avenue Securities | Gilbert | AZ | 05/2024 | Present |
| Guardian Life Insurance | San Tran Valley | AZ | 10/2024 | Present |
| Park Avenue Securities | San Tran Valley | AZ | 10/2024 | Present |
1. Insurance products other than those offered through Guardian and its subsidiaries; Yes - Investment Related; 389 W Organ Pipe Dr San Tan Valley Arizona 85140; Outside Insurance; Broker; 05/16/2024; 1hr/month; 1hr/month during trading hours; May act as broker for insurance companies other than Guardian.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-07 |
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