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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-11-13 |
Branch Locations
601 Carlson Pkwy, Ste 925, Minnetonka, MN 55305 • United States
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Minneapolis | MN | 05/2011 | 11/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2011 | 11/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2016 | 11/2023 |
| Lpl Financial Llc | Minnetonka | MN | 11/2023 | Present |
1- 11/2023 / Endeavr Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 HRS Mnth / 8 HRS During Trading 2- 11/2023 / Fixed Insurance / Non-Variable Insurance / Investment Related / 20 HRS Mnth / 1 HRS During Trading 3- 11/2023 / Briel Enterprises, LLC / Business Entity For Tax/Investment Purposes Only / Non-Investment Related / 160 HRS Mnth / 8 HRS During Trading 4- 11/14/2023 - Great Valley Advisor Group, Inc. - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/07/2023 - 160 Hours Per Month/ 8 During Trading - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 11/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5- 11/28/2023 - Endeavr Wealth Planning - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 11/08/2023 - 170 Hours Per Month/ During Trading - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 11/2023. I expect to spend approximately 170 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6- 01/08/2024 - Endeavr - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 11/8/2023 - 170 Hrs/mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-08-25 |
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