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1530 Wilson Blvd Ste 650, Arlington, VA 22209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-23 |
| VA | RA | APPROVED | 2026-06-26 |
Branch Locations
1530 Wilson Blvd Ste 650, Arlington, VA 22209 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2018 | 02/2023 |
| Northwestern Mutual Investment Services Llc | Princeton | NJ | 10/2019 | 07/2023 |
| Sei Investments Distribution Co. | Oaks | PA | 09/2023 | 11/2023 |
| Unemployed | Unemployed | NJ | 06/2023 | 08/2023 |
| Franklin Pierce University | Jaffrey | NH | 12/2013 | 05/2018 |
| Taylor Yowell Patterson | Bedminster | NJ | 02/2023 | 06/2023 |
| Lawn And Life | Princeton | NJ | 12/2018 | 06/2023 |
| Lab N Lager | Jaffrey | NH | 09/2016 | 06/2018 |
| Hampshire Country School | Rindge | NH | 07/2018 | 07/2018 |
| Andrea Williams | Chicago | IL | 12/2023 | 09/2025 |
| Northwestern Mutual Investment Services Llc | Chicago | IL | 04/2024 | 10/2025 |
| Plandeavor Llc | Arlington | VA | 06/2026 | Present |
| Unemployed | Miami | FL | 10/2025 | 06/2026 |
| Andrea Williams | Chicago | IL | 11/2023 | 12/2023 |
| Sei Investments Management Corp. | Oaks | PA | 09/2023 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-03-11 |
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