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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-11-02 |
Branch Locations
12939 E Pinecroft Way Suite 200, Spokane Valley, WA 99216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Da Davidson | Coeur D Alene | ID | 05/2015 | 04/2021 |
| Unemployed | Coeur D Alene | ID | 05/2021 | 10/2021 |
| Patrick Cummings | Spokane Valley | WA | 10/2021 | Present |
| Northwestern Mutual Investment Services Llc | Spokane Valley | WA | 10/2021 | Present |
| Kiwanis Club Of Coeur D Alene | Coeur D Alene | ID | 10/2016 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2022 | Present |
| Kyle Lahonta | Spokane | WA | 01/2022 | Present |
| Joshua D Geiger | Spokane Valley | WA | 12/2025 | Present |
1. BOARD OF DIRECTORS/FINANCE COMMITTEE MEMBER, KIWANIS CLUB OF COEUR D ALENE, PO BOX 3179, COEUR D ALENE, , IDAHO, 83815, UNITED STATES OF AMERICA, FIDUCIARY CAPACITY, START DATE: 10/1/2026, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, MEMBER OF BOARD OF DIRECTORS. NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-01 |
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