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5401 W Kennedy Blvd. Ste. 1020, Tampa, FL 33609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-17 |
Branch Locations
5401 W Kennedy Blvd. Ste. 1020, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Tampa | FL | 01/2014 | 02/2023 |
| Matthew Lytell | Tampa | FL | 09/2013 | 02/2020 |
| Roger Machlin | Tampa | FL | 09/2013 | 02/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2014 | 02/2023 |
| Power Financial Partners, Llc | Tampa | FL | 02/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2023 | Present |
1) Power Financial Partners. Investment-related. At registered location. RIA. Investment Advisor Representative. Start: 02/2023. 160 hr/month; all during trading hours. Investment operations associate-new account opening and administrative processing for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-22 |
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