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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-15 |
| NC | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-05-04 |
Branch Locations
4742 N 24Th St Suite 400, Phoenix, AZ 85016 • United States
Fuquay-Varina, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 02/2016 | 07/2018 |
| Jason Garey | Raleigh | NC | 07/2018 | 12/2019 |
| Robert Rauf | Raleigh | NC | 07/2018 | 12/2019 |
| Northwestern Mutual Investment Services, Llc | Raleigh | NC | 09/2018 | 06/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2018 | 12/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2019 | 06/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2020 | 06/2020 |
| Fidelity Investments | Jacksonville | FL | 06/2020 | 07/2022 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 03/2024 | 07/2025 |
| Empower Financial Services, Inc | Greenwood Village | CO | 03/2024 | 07/2025 |
| Unemployed | Jacksonville Beach | FL | 07/2022 | 03/2024 |
| Edelman Financial Engines | Santa Clara | CA | 04/2026 | Present |
| Unemployed | Raleigh | NC | 07/2025 | 04/2026 |
1) PremierHost Global, LLC / Premierhost Property Partners, LLC; INVESTMENT RELATED: No; ADDRESS: 1150 NW 72ND AVE TOWER 1 STE 455 #18907MIAMI, FL; NATURE: Airbnb Cohosting; POSITION: Officer; START DATE: July, 2025; NUMBER OF HOURS/MONTH: 10 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Advisor to my wife who runs operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-24 |
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