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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-23 |
Branch Locations
222 Rosewood Drive 10Th Floor, Danvers, MA 01923 • United States
Arlington, MA • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 04/2016 | 06/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2016 | 06/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2016 | 06/2019 |
| Mass Mutual | Springfield | MA | 05/2019 | 01/2021 |
| Mml Distributors Llc | New York | NY | 06/2019 | 01/2021 |
| Empower Financial Services, Inc. (Formerly Gwfs Equities, Inc.) | Boston | MA | 01/2021 | 09/2025 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 09/2025 | Present |
Fixed insurance sales and service; investment related; 222 Rosewood Drive, 10th Floor, Danvers, MA 01923; sales and service of non-variable insurance products; agent; 08/14/2016; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-05 |
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