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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wal-Mart | Everett | WA | 09/2016 | 05/2017 |
| International Tap House | St Louis | MO | 07/2017 | 01/2018 |
| Rbc Capital Markets, Llc. | Seattle | WA | 08/2019 | 04/2021 |
| Td Ameritrade | Seattle | WA | 11/2017 | 07/2019 |
| Opus Agency | Seattle | WA | 07/2019 | 07/2019 |
| Kelly Hager Group Real Estate Services | St Louis | MO | 07/2017 | 11/2017 |
| Atc Healthcare | Palos Heights | IL | 07/2020 | 12/2020 |
| Unemployed | Everett | WA | 07/2016 | 09/2016 |
| Unemployed | St Louis | MO | 05/2017 | 07/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2021 | 06/2022 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 05/2021 | 06/2022 |
| Fieldstone Memory Care | Issaquah | WA | 08/2018 | 02/2019 |
| Morgan Stanley | Minneapolis | MN | 07/2022 | 03/2024 |
| Northwestern Mutual | Milwaukee | WI | 04/2024 | 04/2026 |
| Charles Schwab & Co., Inc. | Omaha | NE | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-11 |
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