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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-01-22 |
Branch Locations
720 E Wisconsin Ave, Milwaukee, WI 53202 • United States
Mequon, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Mequon | WI | 03/2002 | 03/2018 |
| Unemployed | Mequon | WI | 03/2018 | 07/2018 |
| Bmo Harris Financial Advisors | Milwaukee | WI | 07/2018 | 01/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2021 | Present |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-23 |
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