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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Vernon Hills, IL • United States
1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Vernon Hills | IL | 04/2017 | 10/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2017 | 02/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2016 | 04/2017 |
| Student | Champaign | IL | 08/2013 | 05/2017 |
| Fidelity Investments | Highland Park | IL | 11/2024 | Present |
| Self Employed | Grayslake | IL | 02/2023 | 11/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-24 |
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