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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-13 |
| TX | RA | APPROVED | 2025-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fitness Hero | Northbrook | IL | 01/2012 | 08/2022 |
| Student | Los Angeles | CA | 08/2022 | 02/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2023 | 06/2024 |
| Northwestern Mutual Investment Services Llc | Los Angeles | CA | 07/2023 | 06/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2023 | 06/2024 |
| Charles Schwab & Co., Inc | Beverly Hills | CA | 11/2024 | 04/2025 |
| Charles Schwab Bank Ssb | Beverly Hills | CA | 11/2024 | 04/2025 |
| Unemployed | Santa Monica | CA | 02/2023 | 06/2023 |
| Unemployed | Santa Monica | CA | 07/2024 | 10/2024 |
| Unemployed | Santa Monica | CA | 05/2025 | 06/2025 |
| Fidelity Investments | Sacramento | CA | 06/2025 | Present |
OBA-120333|OrgNmn:Steven Lash|Org Addr:Santa Moni,California,US|OBA Nature:Personal Training as an indepe|Invst Rel:N|Title:Independent Contractor|Duties:Prescribe exercise for clients and check form and environment to maintain safety and effectiveness of exercises.|StrtDt:06-28-25|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-18 |
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