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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-08-06 |
| WI | RA | APPROVED | 2026-03-12 |
| OR | RA | APPROVED | 2026-02-10 |
| CA | RA | APPROVED | 2026-01-13 |
| NJ | RA | APPROVED | 2026-01-08 |
| MI | RA | APPROVED | 2025-09-05 |
| SC | RA | APPROVED | 2025-05-27 |
| IL | RA | APPROVED | 2025-04-25 |
| NY | RA | APPROVED | 2025-02-04 |
| NC | RA | APPROVED | 2024-07-23 |
| TX | RA | APPROVED | 2024-07-23 |
| FL | RA | APPROVED | 2024-06-18 |
| CO | RA | APPROVED | 2024-04-02 |
| PA | RA | APPROVED | 2024-01-17 |
| AL | RA | APPROVED | 2023-10-03 |
| OH | RA | APPROVED | 2023-01-11 |
Branch Locations
24500 Chagrin Blvd. Suite 200, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Cleveland | OH | 08/2009 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2019 | 03/2021 |
| Northwestern Mutual Investment Services Llc | Cleveland | OH | 10/2020 | 03/2021 |
| Guardian Life Insurance Company | Beachwood | OH | 04/2021 | Present |
| Park Avenue Securities | Beachwood | OH | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-05 |
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