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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-22 |
| WI | RA | APPROVED | 2022-09-22 |
Branch Locations
111 North Washington Street Suite 410, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Appleton | WI | 10/2000 | 03/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2018 | 09/2022 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 01/2019 | 09/2022 |
| Morgan Stanley | Green Bay | WI | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-13 |
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