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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-20 |
| CT | RA | APPROVED | 2024-02-16 |
Branch Locations
1414 Main St Ste 1800, Springfield, MA 01144-7067 • United States
East Longmeadow, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2012 | 02/2024 |
| Western New England University | Springfield | MA | 09/2009 | 02/2024 |
| Northwestern Mutual Investment Services, Llc | Springfield | MA | 03/2013 | 02/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 02/2024 |
| Ameriprise Financial Services, Llc | Springfield | MA | 02/2024 | Present |
Independent Insurance Brokering; Northwestern Mutual; 05/01/2013; Whole Life, Universal Life, Fixed Annuity, Disability Income, Term Life, Long Term Care.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-23 |
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