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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-22 |
| CA | RA | APPROVED | 2025-05-06 |
Branch Locations
Los Angeles, CA • United States
2900 W. Alameda Ave Ste 150, Burbank, CA 91505-4241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | London | 09/2012 | 08/2018 | |
| Goldman Sachs Ayco Personal Financial Management Group | Atlanta | GA | 08/2018 | 04/2021 |
| Goldman Sachs Ayco Personal Financial Management Group | Atlanta | GA | 05/2021 | 03/2023 |
| Unemployed | Atlanta | GA | 04/2023 | 12/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2023 | 04/2025 |
| Northwestern Mutual Investment Services Llc | Los Angeles | CA | 02/2024 | 04/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2024 | 04/2025 |
| Fidelity Investments | Burbank | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-11-07 |
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