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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | 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 |
|---|---|---|---|---|
| Santa Fe | Newark | DE | 08/2017 | 04/2018 |
| Student | Glen Head | NY | 09/2010 | 05/2018 |
| Unemployed | Sea Cliff | NY | 05/2018 | 08/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2018 | 09/2021 |
| Northwestern Mutual Investment Services Llc | Melville | NY | 09/2018 | 09/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2019 | 09/2021 |
| Fidelity Investments | Merrimack | NH | 09/2021 | Present |
| The University Of Delaware | Newark | DE | 08/2014 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-09 |
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