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Account
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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-31 |
| TX | RA | APPROVED | 2026-08-31 |
Branch Locations
8 Wright Street, Westport, CT 06880-4701 • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-02-15 |
| TX | RA | APPROVED | 2025-02-15 |
Branch Locations
418 Meadow St Ste 202, Fairfield, CT 06824-5365 • United States
Norwalk, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Greenwich | CT | 04/2016 | 07/2017 |
| Interactive Corp | New York | NY | 07/2017 | 01/2019 |
| Marine Layer | Austin | TX | 03/2019 | 03/2020 |
| Capital City Recovery | Austin | TX | 05/2019 | 05/2020 |
| Unemployed | Greenwich | CT | 05/2020 | 04/2021 |
| Hartford Healthcare | Westport | CT | 04/2021 | 05/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2022 | 01/2025 |
| Northwestern Mutual Investment Services Llc | Norwalk | CT | 03/2023 | 01/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2023 | 01/2025 |
| Ameriprise Financial Services Llc | Fairfield | CT | 01/2025 | 08/2026 |
| Ubs Financial Services Inc. | Westport | CT | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-06 |
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