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919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-22 |
Branch Locations
919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Louisville | KY | 01/2012 | 06/2021 |
| Pmg Digital Agency | Dallas | TX | 06/2021 | 03/2022 |
| Unemployed | Louisville | KY | 03/2022 | 08/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2022 | 05/2024 |
| Northwestern Mutual Investment Services Llc | Louisville | KY | 08/2022 | 05/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2023 | 05/2024 |
| Seven Counties Services | Louisville | KY | 03/2024 | 06/2024 |
| Edward Jones | St. Louis | MO | 06/2024 | 05/2026 |
| Summitry, Llc | Foster City | CA | 05/2026 | Present |
Mercor Type of business: Private San Francisco, CA Start date: 10/18/2025 Contractor Hours per month: 10 Hours during trading: 0 Evaluate AI-developed responses about general, everyday topics anonymously. no public exposure
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-12 |
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