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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Capital Wealth Management | Williamsville | NY | 02/2025 | 08/2025 |
| Citizens Bank | West Seneca | NY | 08/2020 | 07/2023 |
| Lumsden Mccormick Cpa | Buffalo | NY | 07/2023 | 01/2025 |
| Prudential | Las Vegas | NV | 01/2020 | 08/2020 |
| Chase Bank | Henderson | NV | 01/2014 | 08/2019 |
| Unemployed | Las Vegas | NV | 08/2019 | 01/2020 |
| Ryan O Connor | West Seneca | NY | 09/2025 | 09/2025 |
| Northwestern Mutual Investment Services Llc | West Seneca | NY | 09/2025 | Present |
| Tragically Grateful, Llc | West Seneca | NY | 09/2025 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-15 |
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