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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-13 |
| ID | RA | APPROVED | 2026-05-15 |
| CA | RA | APPROVED | 2026-03-06 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2018 | 04/2022 |
| Aflac | Roseville | CA | 06/2013 | 03/2018 |
| Rocklin Unified School District | Rocklin | CA | 01/2017 | 05/2017 |
| V3 Electric | El Dorado Hills | CA | 04/2022 | 12/2022 |
| Docusign | San Francisco | CA | 12/2022 | 12/2022 |
| Fortinet | Sunnyvale | CA | 01/2023 | 05/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2023 | 02/2026 |
| Northwestern Mutual Investment Services Llc | Sacramento | CA | 07/2023 | 02/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2023 | 02/2026 |
| Guardian Life Insurance Company | San Diego | CA | 02/2026 | Present |
| Park Avenue Securities | San Diego | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-28 |
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