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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 | 10/2005 | 02/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2007 | 02/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2007 | 02/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2011 | 02/2023 |
| Power Financial Partners, Llc | Tampa | FL | 02/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2023 | Present |
1) Powers Financial Partners. Investment Related. 5401 N Kennedy Blvd, Ste 1020, Tampa FL 33609. RIA. Founder & Wealth Mgmt Advisor. 02/2023. Hrs/month 190 with 8 during securities hours. CCO 2) RPM, LLC. Not Investment Related. 5401 N Kennedy Blvd, Ste 1020, Tampa FL 33609. Teaching / Educating for Kaplan. Teacher. 7/19/2017. Hrs/month 5 with 0 during trading hours. Teaching for Kaplan CFP prep course. 3) Fixed Insurance. Investment Related. 5401 W Kennedy Blvd Suite 1020, Tampa FL 33609. Fixed Annuities Sells. Owner. 3/1/2023. Hrs/month 5 all during trading hours. Helping clients connect with fixed annuity products. 4) PKSF. Investment Related. 80 State St, Albany NY 12207. Insurance sells, Life, Disability, Long Term Care. Agent. 3/1/2023. Hrs/month 5 all during trading hours. Helping clients connect with fixed annuity products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-12 |
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