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582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-10-15 |
Branch Locations
582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452 • United States
North Kingstown, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2014 | 02/2019 |
| Northwestern Mutual Investment Services Llc | Providence | RI | 09/2014 | 02/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 02/2019 |
| Ahead Full Wealth Management, Llc | North Kingstown | RI | 12/2018 | Present |
| Apforia | Virginia Beach | VA | 10/2024 | Present |
Adjunct Professor at Johnson & Wales University Business, Finance, & Accounting Department beginning in March 2020. This business is not investment related and academic in nature. This will take 5% of my time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-17 |
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