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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-07-22 |
Branch Locations
172 N East Promontory Ste 265, Farmington, UT 84025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C. W. Di Stefano Enterprises, Llc | Miami | FL | 01/2016 | 05/2024 |
| Todd Grabner | Salt Lake Cty | UT | 06/2024 | Present |
| Northwestern Mutual Investment Services Llc | Salt Lake Cty | UT | 06/2024 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2024 | Present |
| Kyle Lane Burton | Ogden | UT | 07/2026 | Present |
1. OWNER, POSEY ROAD 81435, POSEY ROAD, PLACERVILLE, , COLORADO, 81435, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 4/28/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-29 |
| S65 | Uniform Investment Adviser Law Examination | 2016-12-30 |
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