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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-08-20 |
| MI | RA | APPROVED | 2025-05-31 |
| AZ | RA | APPROVED | 2025-05-14 |
| FL | RA | APPROVED | 2025-04-28 |
| ID | RA | APPROVED | 2025-04-25 |
| MT | RA | APPROVED | 2025-04-25 |
| NC | RA | APPROVED | 2025-04-25 |
| PA | RA | APPROVED | 2025-04-25 |
| TX | RA | APPROVED | 2025-04-25 |
| WA | RA | APPROVED | 2025-04-25 |
Branch Locations
16201 E Indiana Avenue Suite 2550, Spokane, WA 99216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastal Power Inc | Santa Barbara | CA | 03/2016 | 04/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2017 | 04/2025 |
| Northwestern Mutual Investment Services Llc | Spokane | WA | 12/2017 | 04/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2019 | 04/2025 |
| Guardian Life Insurance Company | Spokane | WA | 04/2025 | Present |
| Park Avenue Securities Llc | Spokane | WA | 04/2025 | Present |
1) Outside Insurance General Sales/Servicing - Provide clients with life insurance, disability insurance, long-term care insurance, and fixed annuities. Operating as an insurance agent in this OBA. Start Date: 02/01/2018 Address: TBD 4 hours per month; 3 during securities trading hours Investment Related Less than 10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-16 |
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