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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2023-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm | Grand Forks | ND | 06/2016 | 11/2017 |
| Aflac | Grand Forks | ND | 12/2017 | 01/2019 |
| Lowes | Grand Forks | ND | 01/2019 | 09/2019 |
| Edgewood Healthcare | Grand Forks | ND | 09/2019 | 12/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2020 | 12/2022 |
| Northwestern Mutual Investment Services Llc | Grand Forks | ND | 12/2020 | 12/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2021 | 12/2022 |
| Infinex Investments, Inc | Meriden | CT | 02/2023 | Present |
| Alerus | Grand Forks | ND | 02/2023 | Present |
1. Work at Alerus as a Financial Advisor. Salaried employee with incentive compensation from Trust related activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-16 |
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