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11201 Se 8Th Street, Suite 105, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Grand Rapids | MI | 10/2015 | 11/2016 |
| Northwestern Mutual Wealth Management Company | Grand Rapids | MI | 11/2015 | 11/2016 |
| Mass Mutual Life Insurance Company | Grand Rapids | MI | 11/2016 | 07/2017 |
| Mml Investors Services | Grand Rapids | MI | 11/2016 | 07/2017 |
| Lifeworks Advisors, Llc | Grand Rapids | MI | 07/2017 | 02/2022 |
| Unemployed | Alto | MI | 02/2022 | 04/2022 |
| Self-Employed | Alto | MI | 04/2022 | 12/2024 |
| Unemployed | Bonita Springs | FL | 01/2025 | 03/2026 |
| Asset One Wealth Management, Llc | Naples | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-26 |
| S66 | Uniform Combined State Law Examination | 2013-10-03 |
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