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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-18 |
| WI | RA | APPROVED | 2019-10-07 |
Branch Locations
411 East Wisconsin Avenue Suite 2200, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Co | Milwaukee | WI | 02/2015 | 08/2018 |
| Northwestern Mutual Life Insurance Co | Milwaukee | WI | 08/2018 | 07/2019 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 08/2018 | 07/2019 |
| Morgan Stanley | Milwaukee | WI | 08/2019 | Present |
*640934- AFS-USA Whitefish Bay Chapter; Investment related-No; New York; AFS-USA is a stand-alone non-profit organization for exchange students and host families; Treasurer for Whitefish Bay Chapter (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 8; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-07 |
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