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32 Mercer St. 3Rd Floor, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-14 |
Branch Locations
32 Mercer St. 3Rd Floor, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Learnvest Planning Services | Scottsdale | AZ | 05/2014 | 07/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2018 | 12/2020 |
| Northwestern Mutual Investment Services, Llc | Scottsdale | AZ | 08/2018 | 12/2020 |
| Watt Inc Dba Northstar | Phoenix | AZ | 12/2020 | 03/2026 |
| Domain Money Advisors, Llc | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-16 |
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