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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-29 |
Branch Locations
2945 Banksville Rd Ste 200, Pittsburgh, PA 15216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Management | Mcmurray | PA | 04/2016 | 04/2021 |
| Alight Financial | Lincolnshire | IL | 05/2021 | 08/2022 |
| Corebridge Financial | Amarillo | TX | 09/2022 | 01/2023 |
| Unemployed | Na | PA | 02/2023 | 06/2023 |
| Daniel Jenkins | Pittsburgh | PA | 06/2023 | Present |
| Geoffrey Kasse | Pittsburgh | PA | 06/2023 | Present |
| Northwestern Mutual Investment Services Llc | Pittsburgh | PA | 06/2023 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2023 | Present |
TREASURER, PENN WOODS CLASSICAL ACADEMY, 2559 WASHINGTON RD, PITTSBURGH, , PENNSYLVANIA, 15241, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 07/17/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, REVIEWING/PREPARING BUDGET, PAYING BILLS, non investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-07 |
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