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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nc State Employees Credit Union | Charlotte | NC | 04/2010 | 11/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2020 | 02/2022 |
| Northwestern Mutual Investment Services Llc | Cornelius | NC | 11/2020 | 02/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2021 | 02/2022 |
| Fidelity Investments | Covington | KY | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-67320|OrgNmn:Howard & Co|Org Addr:Charlotte,North Caro,US|OBA Nature:Financial Counseling/Therapy|Invst Rel:N|Title:Sole Proprietor|Duties:Sole proprieter, counselor/therapist|StrtDt:01-01-2021|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-10 |
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