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Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-06-29
  • PA RA
    APPROVED
    Since 2023-06-29

Branch Locations

2945 Banksville Rd Ste 200, Pittsburgh, PA 15216 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2016 → 04/2021
    Strategic Wealth Management
    Mcmurray, PA
  • 05/2021 → 08/2022
    Alight Financial
    Lincolnshire, IL
  • 09/2022 → 01/2023
    Corebridge Financial
    Amarillo, TX
  • 02/2023 → 06/2023
    Unemployed
    Na, PA
  • 06/2023 → Present
    Daniel Jenkins
    Pittsburgh, PA
  • 06/2023 → Present
    Geoffrey Kasse
    Pittsburgh, PA
  • 06/2023 → Present
    Pittsburgh, PA
  • 08/2023 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-07
  • S66 Uniform Combined State Law Examination
    2008-02-07
Designations
Other Names
  • Carey Anne Wilson
  • Carey Anne Droznek
  • Carey Droznek
  • Carey Wilson
  • Carey Wilson
  • Carey A Droznek

View on SEC IAPD

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