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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Delaware | Newark | DE | 04/2010 | 07/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2020 | 08/2022 |
| Northwestern Mutual Investment Services Llc | Annandale | NJ | 08/2021 | 08/2022 |
| Fidelity Investments | Millburn | NJ | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-30 |
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