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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States
West Hartford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2016 | 10/2017 |
| Northwestern Mutual Investment Services Llc | Fort Worth | TX | 09/2016 | 10/2017 |
| Integrity Financial Group | Fort Worth | TX | 10/2017 | 02/2018 |
| Fidelity Brokerage Services, Llc | Westlake | TX | 03/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-06 |
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