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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2018-12-06 |
Branch Locations
490 Memorial Drive Suite 104, Idaho Falls, ID 83402-3600 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riverside Benefits Llc | Idaho Falls | ID | 11/2014 | Present |
| Northwestern Mutual Investment Services Llc | Idaho Falls | ID | 09/2016 | Present |
| David Jones | Idaho Falls | ID | 10/2015 | Present |
| Northwestern Mutual Investment Services Llc | Idaho Falls | ID | 09/2016 | 02/2017 |
| David Jones | Idaho Falls | ID | 10/2015 | Present |
| Northwestern Mutual Investment Services Llc | Idaho Falls | ID | 07/2018 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2022 | Present |
ACCOUNT MANAGER, RIVERSIDE BENEFITS, OTHER NAME, START DATE: 12/4/2025, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, SALES REPRESENTATIVE; LICENSED BROKER, ACCOUNT MANAGER; LICENSED BROKER; INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-04 |
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