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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-12 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
7659 E. Pinnacle Peak Rd. Suite 100, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Scottsdale | AZ | 05/2017 | 06/2021 |
| Student | Tempe | AZ | 05/2011 | 05/2017 |
| Canopy Wealth Management | Scottsdale | AZ | 06/2021 | 05/2025 |
| Cerity Partners Llc | New York | NY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-12 |
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