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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-08-18 |
| KY | RA | APPROVED | 2025-09-15 |
| CA | RA | APPROVED | 2025-04-25 |
| OH | RA | APPROVED | 2025-04-24 |
Branch Locations
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
Woodland Hills, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Louisville | KY | 01/2011 | 05/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2021 | 05/2024 |
| Northwestern Mutual Investment Services Llc | Louisville | KY | 12/2021 | 05/2024 |
| Student | Louisville | KY | 01/2011 | 05/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2021 | 08/2021 |
| Northwestern Mutual Investment Services Llc | Louisville | KY | 12/2021 | 06/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2021 | 05/2024 |
| Northwestern Mutual Investment Services Llc | Louisville | KY | 11/2022 | 05/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2023 | 05/2024 |
| Guardian Life Insurance | Irvine | CA | 07/2024 | Present |
| Park Avenue Securities | Irvine | CA | 07/2024 | Present |
| Guardian Life Insurance | Woodland Hills | CA | 10/2024 | Present |
| Park Avenue Securities | Woodland Hills | CA | 10/2024 | Present |
1. I am an active associate with LegalShield, which is a service I offer to clients for their estate planning and legal needs in which I get compensated a commission for. This business is not investment related. It is a service that I refer clients to if they need attorney assistance with their financial planning. I'm a LegalShield associate. Start date: 6/11/24 Hours: it's hard to say. When I present the service to a client and they are interested in the service, I probably spend no more than 2-3 hours per week. But this is in conjunction with my financial representation of One Pacific and Pacific Advisors Duties: Client or prospective client signs up for the legalshield subscription using my referral link and I get compensated accordingly from legalshield. This service is an alternative to the costly nature of an estate planning attorney or any other attorney a client may need. Outside Insurance Sales; Yes investment related; 6250 Canoga Avenue apt 428, woodland hills, ca, 91367; insurance; 05/25/2024; 10 hrs 2. Sales of insurance products other than those offered through Guardian, Start Date: 5/25/2024, Address: 6250 Canoga Avenue, Apt 428, Woodland Hills, CA 91367, 10 hours/month, 10 hours /month during trading Investment related, Less than 10% total annual income.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-01 |
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