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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-03-31 |
| MD | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States
North Bethesda, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macys | Pennsdale | PA | 05/2016 | 01/2017 |
| Student | Indiana | PA | 08/2014 | 12/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2017 | 07/2019 |
| Northwestern Mutual Investment Services Llc | Mechanicsburg | PA | 02/2018 | 07/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2019 | 07/2019 |
| Fidelity Investments | Bethesda | MD | 08/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-126913|OrgNmn:SMG Legacy LLC|Org Addr:Rockville,Maryland,US|OBA Nature:Purchasing property for person|Invst Rel:Y|Title:Partner|Duties:Purchasing property, creating initial listing, assisting with some of then ongoing needs, but delegating most to 3rd party services for cleani|StrtDt:03-31-26|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-31 |
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