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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-23 |
| IL | RA | APPROVED | 2025-10-08 |
Branch Locations
120 E Wesley St, Floors 2 & 3, Wheaton, IL 60187 • United States
10 S Dearborn St, Floor 12, Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Elgin | IL | 08/2022 | 06/2025 |
| Northwestern Mutual Investment Services Llc | Elgin | IL | 08/2022 | 06/2025 |
| Express/Phoenix Retail | Schaumburg | IL | 11/2015 | 09/2016 |
| Jp Morgan Chase Bank | Hoffman Estates | IL | 09/2016 | 07/2022 |
| Northwestern Mutual Wealth Management Company | Elgin | IL | 08/2022 | 06/2025 |
| J.P. Morgan Securities Llc | Wheaton | IL | 08/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Wheaton | IL | 08/2025 | Present |
| Boxwood Home Design And Cabinetry | West Dundee | IL | 06/2025 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-06 |
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