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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-15 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
101 Eisenhower Pkwy Suite 300, Roseland, NJ 07068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2020 | 02/2022 |
| Northwestern Mutual Investment Services Llc | New York | NY | 09/2020 | 02/2022 |
| American United Life | Roseland | NJ | 05/2026 | Present |
| Oneamerica Securities | Roseland | NJ | 06/2026 | Present |
| Everest Wealth Partners | Livingston | NJ | 02/2022 | 06/2026 |
| Axa Advisors | New York | NY | 01/1997 | 08/2020 |
Non-variable insurance sales (fixed life, fixed annuities, health)**Founder: Wealth Summit Advisory-Coaching/Consulting**Board Member: Seton Hall University Alumni Board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-24 |
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