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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • United States
Roseville, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mark R. Evans | Sacramento | CA | 06/2009 | 09/2019 |
| Northwestern Mutual Investment Services, Llc | Sacramento | CA | 09/2012 | 09/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2017 | 09/2019 |
| Fidelity Investments | 2277 Fair Oaks Blv Ste 150 Sacramento Ca 95825 | CA | 09/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-04-18 |
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