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William James Bradshaw

Northwestern Mutual Investment Services, LLC

West Chester, PA

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Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-01-05
  • PA RA
    APPROVED
    Since 2015-01-05

Branch Locations

200 N High St Ste 300, West Chester, PA 19380 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Investment Services, Llc King Of Prussia PA 11/2013 Present
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2012 12/2021
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2016 12/2021
Kevin Dwyer Center Valley PA 12/2021 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2022 Present
  • 11/2013 → Present
    Northwestern Mutual Investment Services, Llc
    King Of Prussia, PA
  • 05/2012 → 12/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2016 → 12/2021
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 12/2021 → Present
    Kevin Dwyer
    Center Valley, PA
  • 01/2022 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-16
S63 Uniform Securities Agent State Law Examination 2014-03-24
  • S65 Uniform Investment Adviser Law Examination
    2014-12-16
  • S63 Uniform Securities Agent State Law Examination
    2014-03-24
Other Names
  • Billy James Bradshaw
  • Bill James Bradshaw
  • William J Bradshaw

View on SEC IAPD

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Other Offices

WEALTHCARE ADVISORY PARTNERS LLC · WEST CHESTER, PA
WEALTHCARE CAPITAL PARTNERS, LLC · WEST CHESTER, PA
LPL FINANCIAL LLC · WEST CHESTER, PA
WEALTHCARE ADVISORY PARTNERS LLC · Westchester, PA
WEALTHCARE CAPITAL MANAGEMENT LLC · WEST CHESTER, PA
KEY FINANCIAL, INC. · WEST CHESTER, PA
TRUIST ADVISORY SERVICES, INC. · WEST CHESTER, PA
WELLS FARGO CLEARING SERVICES, LLC · WEST CHESTER, PA

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