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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-31 |
| TX | RA | APPROVED_RES | 2026-06-30 |
| NY | RA | APPROVED | 2024-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Richmond | Richmond | VA | 08/2015 | 08/2019 |
| University Of Richmond | Richmond | VA | 08/2015 | 12/2017 |
| Pinstripes Inc | Washtington Dc | DC | 02/2018 | 04/2018 |
| Maximus | Mclean | VA | 05/2018 | 08/2018 |
| North Star Resource Group | Richmond | VA | 01/2019 | 03/2019 |
| Securian Financial Services Inc | Richmond | VA | 01/2019 | 04/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 06/2019 | 04/2022 |
| Bank Of America N A | Vienna | VA | 07/2019 | 04/2022 |
| J.P. Morgan Securities Llc | Washington | DC | 04/2022 | 10/2022 |
| Jp Morgan Chase Bank Na | Washington Dc | DC | 04/2022 | 10/2022 |
| Dog Walking Business | Arlington | VA | 10/2022 | 04/2023 |
| Northwestern Mutual Life Insurance Company | New York | NY | 05/2023 | 07/2024 |
| Northwestern Mutual Wealth Management Company | New York | NY | 10/2023 | 07/2024 |
| Northwestern Mutual Investment Services, Llc | New York | NY | 03/2023 | 07/2024 |
| Massmutual Life Insurance Co | New York | NY | 08/2024 | Present |
| Mml Investors Services, Llc | New York | NY | 08/2024 | Present |
| Fifth Avenue Financial | New York | NY | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-13 |
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