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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-08-07 |
Branch Locations
700 Commerce Dr Ste 201, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 01/2014 | 06/2019 |
| Northwestern Mutual Investment Services Llc | Oak Brook | IL | 08/2019 | Present |
| John Roland | Oak Brook | IL | 08/2019 | 07/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2019 | Present |
| Matthew Ward | Oak Brook | IL | 01/2022 | Present |
| Marc Rosenberg | Oak Brook | IL | 01/2022 | Present |
| Kevin E Willoughby | Chicago | IL | 10/2022 | Present |
| John Roland | Phoenix | AZ | 07/2026 | Present |
1. TRUSTEE, SCCS FOUNDATION (SOUTHWEST CHICAGO CHRISTIAN SCHOOLS), CHICAGO CHRISTIAN HIGH SCHOOL, PALOS HEIGHTS, , ILLINOIS, 60463, UNITED STATES OF AMERICA, FIDUCIARY CAPACITY, START DATE: 7/5/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, THE SCCS FOUNDATION BOARD DETERMINES FUNDING TRANSFERRED FROM THE FOUNDATION TO SOUTHWEST CHICAGO CHRISTIAN SCHOOLS EACH YEAR. BOARD MEMBERS OVERSEE FOUNDATION INVESTMENTS AND ACT IN ACCORDANCE WITH THE INVESTMENT POLICY STATEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-18 |
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