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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Grinnell | IA | 08/2014 | 05/2018 |
| Northwestern Mutual Life Insurance Company | Coralville | IA | 09/2018 | 04/2022 |
| Northwestern Mutual Investment Services Llc | Coralville | IA | 09/2018 | 07/2019 |
| Northwestern Mutual Investment Services Llc | Coralville | IA | 09/2018 | 07/2019 |
| Full Time Education | Grinnell | IA | 01/2008 | 05/2018 |
| Unemployed | Iowa City | IA | 06/2018 | 08/2018 |
| Northwestern Mutual Investment Services Llc | Coralville | IA | 06/2018 | 04/2022 |
| Northwestern Mutual Wealth Management Company | Coralville | IA | 06/2018 | 04/2022 |
| Ubs Financial Services Inc. | Purchase | NY | 04/2022 | 05/2023 |
| Connectus Wealth | Greenwich | CT | 06/2023 | 06/2024 |
| Kovitz Investment Group Partners, Llc | Stamford | CT | 06/2024 | 04/2026 |
| Charles Schwab & Co., Inc. | Mount Kisco | NY | 04/2026 | Present |
| Charles Schwab Bank, Ssb | Mount Kisco | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-24 |
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