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402 West Broadway Suite 1100, San Diego, CA 92101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-03 |
Branch Locations
402 West Broadway Suite 1100, San Diego, CA 92101 • United States
Hemet, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2006 | 04/2021 |
| Northwestern Mutual Investment Services, Llc | Carlsbad | CA | 03/2011 | 04/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 04/2021 |
| Prudential Insurance Company Of America | Ontario | CA | 04/2021 | 05/2023 |
| Pruco Securities, Llc. | Ontario | CA | 04/2021 | 11/2023 |
| Lpl Financial Llc | La Quinta | CA | 11/2023 | Present |
| Stirling Financial Group | San Diego | CA | 04/2024 | 02/2025 |
| Stirling Financial Group | Hemet | CA | 09/2025 | Present |
1) 11/2023 - Real Estate Rental - Non-Investment Related - 2 Hours per Month - start date 10/01/2018.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-05-29 |
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