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11518 N Port Washington Road Suite 1, Mequon, WI 53092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-02-13 |
Branch Locations
11518 N Port Washington Road Suite 1, Mequon, WI 53092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 04/2010 | 10/2020 |
| Hornor Townsend And Kent | Horsham | PA | 06/2010 | 10/2020 |
| The Pinnacle Planning Group | Oak Brook | IL | 05/2007 | 03/2021 |
| Triad Advisors | Norcross | GA | 10/2020 | 03/2021 |
| Resources Investment Advisors | Overland Park | KS | 10/2020 | 03/2021 |
| Russell Investments Financial Services, Llc | Seattle | WA | 03/2021 | 11/2021 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 01/2022 | 04/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2021 | 04/2024 |
| Bruce Wood Capital, Llc | Shorewood | WI | 03/2024 | Present |
TREASURER BOARD OF DIRECTORS, STEVENSON HIGH SCHOOL HOCKEY ASSOCIATION, PO BOX 542, LINCOLNSHIRE, , ILLINOIS, 60069, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 7/26/2016, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, TREASURER - ACCOUNTS PAYABLE, OPERATIONAL ASSISTANCE, ACCOUNTS RECEIVABLE, CO-SIGNER ON BANK ACCOUNTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-03 |
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