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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-18 |
Branch Locations
4328 Wade Hampton Blvd Suite E, Taylors, SC 29687 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Towson University | Towson | MD | 05/2018 | 08/2021 |
| Towson University | Towson | MD | 08/2016 | 08/2022 |
| Northwestern Mutual Life Insurance Company | Baltimore | MD | 05/2019 | 11/2024 |
| Northwestern Mutual Investment Services Llc | Baltimore | MD | 02/2019 | 11/2024 |
| Northwestern Mutual Wealth Management | Baltimore | MD | 11/2021 | 11/2024 |
| Mml Investors Services, Llc | Taylors | SC | 12/2024 | Present |
| Massmutual Life Insurance Co | Taylors | SC | 11/2024 | Present |
| United States Marine Corps | Fort Detrick | MD | 12/2023 | Present |
Name: United States Marine Corps Inv Rel: N Addr: 1276 Base Rd, Fort Detrick, MD 21702 Nature: Military Position: E-3 Lance Corporal / Assistant Team Leader Start Date: 12/12/2023 No. Hr/Mo: 16 No. Hr/Mo During Sec Trading: 0 Duties: Military service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-18 |
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