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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-02 |
Branch Locations
3201 Danville Boulevard Suite 180, Almo, CA 94507 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2009 | 03/2021 |
| Northwestern Mutual Investment Services, Llc | San Francisco | CA | 12/2009 | 03/2021 |
| Rental Property | Costa Mesa | CA | 01/2010 | 12/2016 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2014 | 03/2021 |
| Journey Strategic Wealth Llc | Alamo | CA | 03/2021 | 03/2026 |
| Hightower Advisors, Llc. | Chicago | IL | 03/2026 | Present |
1. INSURANCE COMMISSIONS; Same Address; Non-Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-12-21 |
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