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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-24 |
| NH | RA | APPROVED | 2026-04-24 |
| GA | RA | APPROVED | 2026-03-12 |
| MA | RA | APPROVED | 2025-01-02 |
| FL | RA | APPROVED | 2024-12-06 |
| CT | RA | APPROVED | 2024-12-05 |
| HI | RA | APPROVED | 2024-12-05 |
| IL | RA | APPROVED | 2024-12-05 |
| MD | RA | APPROVED | 2024-12-05 |
| MI | RA | APPROVED | 2024-12-05 |
| NJ | RA | APPROVED | 2024-12-05 |
| NY | RA | APPROVED | 2024-12-05 |
| NC | RA | APPROVED | 2024-12-05 |
| PA | RA | APPROVED | 2024-12-05 |
| RI | RA | APPROVED | 2024-12-05 |
| TX | RA | APPROVED | 2024-12-05 |
| VA | RA | APPROVED | 2024-12-05 |
Branch Locations
425 Locust Ave Suite 3C, Charlottesville, VA 22902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2019 | 11/2024 |
| Northwestern Mutual Investment Services Llc | Charlottesvle | VA | 05/2019 | 11/2024 |
| Flow Automotive | Charlottesville | VA | 10/2004 | 05/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2019 | 11/2024 |
| Guardian Life Insurance Company | Reston | VA | 11/2024 | 02/2025 |
| Park Avenue Securities | Reston | VA | 11/2024 | 02/2025 |
| Guardian Life Insurance Company | Charlottesville | VA | 03/2025 | Present |
| Park Avenue Securities | Charlottesville | VA | 03/2025 | Present |
1) Crozet Summit - Head Coach and President Start Date: 08/01/2023, Address: 220 Bedford Park, Charlottesville, VA 22903, 10 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 2) Peachtree Baseball League of Albemarle County, Start Date: 6/1/2019, Nature: Serve on board as a Coach's representative to assist in a youth baseball league, Address: 1075 Claudius Crozet park Crozet, VA 22932, Duties: Assist major and minor coaches with team building activities, 2 total hours per month; 0 during securities trading hours, Not Investment Related, 3) Insurance other than Guardian, Start Date: 7/27/2026, Nature: Insurance Sales, Address: 11600 Sunrise Valley Dr suite 100 Reston, VA 20191, Duties: Independent Contractor selling insurance other than Guardian, 5 total hours per month; 5 during securities trading hours, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-10 |
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