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572 Baltimore Annapolis Blvd, Severna Park, MD 21146 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-03 |
| MD | RA | APPROVED | 2023-06-14 |
| FL | RA | APPROVED | 2022-06-23 |
| VA | RA | APPROVED | 2019-11-27 |
Branch Locations
572 Baltimore Annapolis Blvd, Severna Park, MD 21146 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2007 | Present |
| Northwestern Mutual Investment Services Llc | Annapolis | MD | 06/2008 | 04/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 04/2019 |
| Cassilly Financial | Severna Park | MD | 03/2019 | Present |
MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND /OR DISABILITY INCOME INSURANCE PRODUCTS. AS OF 5/1/13, OWNS 50% OF A RENTAL PROPERTY LOCATED AT 1616 S. HANOVER ST, BALTIMORE,MD 21230. WILL SPEND @ 3 HRS/MONTH COLLECTING RENT AND GENERAL MAIN. NON INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-15 |
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