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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Santa Monica | CA | 01/2015 | 11/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2018 | 11/2019 |
| Northwestern Mutual Investment Services Llc | Los Angeles | CA | 09/2018 | 11/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2019 | 11/2019 |
| Massmutual Life Insurance Company | Los Angeles | CA | 10/2019 | 03/2021 |
| Mml Investor Services, Llc | Los Angeles | CA | 12/2019 | 03/2021 |
| Fidelity Investments | Los Angeles | CA | 03/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-16 |
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