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6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-24 |
| MD | RA | APPROVED | 2025-03-06 |
Branch Locations
6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brad Nelson | Mechanicsburg | PA | 11/2018 | 01/2019 |
| Ameriprise Financial Service Inc | Hershey | PA | 05/2018 | 11/2018 |
| Turner Wealth Advisors | Hershey | PA | 05/2016 | 05/2018 |
| Student | Palmyra | PA | 01/2006 | 06/2018 |
| Brad Nelson | Mechanicsburg | PA | 01/2019 | 09/2019 |
| Northwestern Mutual Investment Services Llc | Mechanicsburg | PA | 01/2019 | 09/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2019 | 09/2019 |
| Thomas Stewart | San Diego | CA | 09/2019 | 12/2020 |
| Northwestern Mutual Investment Services, Llc | San Diego | CA | 09/2019 | 12/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2019 | 12/2020 |
| Guardian Life Insurance Company | San Diego | CA | 01/2021 | 06/2022 |
| Park Avenue Securities | San Diego | CA | 01/2021 | 06/2022 |
| Nylife Securities Llc. | Bethesda | MD | 10/2022 | 02/2025 |
| Eagle Strategies Llc | Bethesda | MD | 10/2022 | 02/2025 |
| Unemployed | San Diego | CA | 07/2022 | 09/2022 |
| Xml Financial Group | Bethesda | MD | 03/2025 | Present |
| Xml Securities, Llc | Bethesda | MD | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-19 |
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