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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-03 |
| TX | RA | APPROVED | 2026-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2016 | 06/2018 |
| Northwestern Mutual Investment Services Llc | Los Angeles | CA | 08/2016 | 06/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2017 | 06/2018 |
| Morgan Stanley | Beverly Hills | CA | 06/2018 | 03/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2018 | 03/2021 |
| Raymond James & Associates | Scottsdale | AZ | 03/2021 | 02/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2018 | 03/2021 |
| Cwm, Llc | Omaha | NE | 02/2026 | Present |
| Silverhawk Private Wealth | Scottsdale | AZ | 02/2026 | Present |
FIXED INSURANCE NATURE: Insurance START: 07/2024 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-14 |
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