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1 N Dale Mabry Hwy. Ste #1000, Tampa, FL 33609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-10-15 |
| TX | RA | APPROVED_RES | 2020-10-08 |
Branch Locations
1 N Dale Mabry Hwy. Ste #1000, 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 | 05/2015 | 10/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2015 | 10/2020 |
| Northwestern Mutual Investment Services Llc | Tampa | FL | 09/2015 | 10/2020 |
| Instrumental Wealth, Llc | Tampa | FL | 10/2020 | Present |
COMMITTEE MEMBER, THE STATE COLLEGE OF FLORIDA FOUNDATION, 7131 PROFESSIONAL PKWY E, LAKEWOOD RANCH, , FLORIDA, 34240, UNITED STATES OF AMERICA, FIDUCIARY CAPACITY, START DATE: 07/29/2019, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NO RESPONSIBILITIES AWAY FROM THE MEETING ITSELF. I HAVE BEEN ASKED TO BE A PART OF THE MEETINGS AND BE ABLE TO PROVIDE INSIGHT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-11 |
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