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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-06 |
Branch Locations
1780 Hughes Landing Blvd, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Washington | DC | 05/2015 | 06/2019 |
| Student | Houston | TX | 06/2019 | 12/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2022 | 02/2024 |
| Northwestern Mutual Investment Services Llc | The Woodlands | TX | 02/2023 | 02/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2023 | 02/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | The Woodlands | TX | 02/2024 | Present |
| University Of Houston- Downtown | Houston | TX | 01/2020 | 07/2022 |
| George Washington University | Washington | DC | 08/2015 | 07/2019 |
| Bank Of America, N.A. | The Woodlands | TX | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-12 |
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