Best Investors
Account
Sign in
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Waltham | MA | 08/2003 | Present |
| Eagle Strategies Llc | Waltham | MA | 12/2012 | 10/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2019 | Present |
| Northwestern Mutual Investment Services Llc | Boston | MA | 09/2019 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2020 | Present |
1. Rental Property Owner, Investment-related, 13 Wood Hollow Way, Hanover, MA, United States(US), 02339, 100% Owner, Start Date: 10/01/2018, 1 hrs per week, 5 trading hrs per week, Rent multi family house to tenants for income, Duties: Oversee all aspectes of property rental. 2. SECRETARY, STABLE RIDGE ESTATES HOMEOWNERS ASSOCIATION, WOOD HOLLOW WAY, HANOVER, , MASSACHUSETTS, 02339, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 10/08/2019, HOURS PER MONTH: 0-3, HOURS DURING SECURITIES TRADING HOURS: 0-5, DISTRIBUTE COMMUNICAITON TO RESIDENTS OF WOOD HOLLOW WAY REGARDING FINANCES, MEETINGS, EVENTS, LAND USE, ETC OF A 14-HOME PRIVATE CUL-DE-SAC 4. 100% OWNER, 153-155 AQUIDNECK STREET, 153-155 AQUIDNECK STREET, NEW BEDFORD, , MASSACHUSETTS, 02744, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 10/08/2019, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, COLLECT RENT, ARRANGE FOR MAINTENANCE AND REPAIRS WITH VARIOUS VENDORS. 6. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-26 |
Reach out to this advisor