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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-29 |
Branch Locations
653 Skippack Pike Ste 15A, Blue Bell, PA 19422 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2012 | 12/2020 |
| Northwestern Mutual Investment Services, Llc | Philadelphia | PA | 10/2013 | 12/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2012 | 02/2017 |
| Unemployed | Norristown | PA | 03/2017 | 04/2017 |
| Northwestern Mutual Investment Services Llc | Norritown | PA | 10/2013 | 02/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2017 | 12/2020 |
| Northwestern Mutual Investment Services Llc | Kng Of Prussia | PA | 04/2017 | 12/2020 |
| Northwetern Mutual Wealth Management Company | Milwaukee | WI | 07/2017 | 12/2020 |
| Voya Financial Advisors, Inc. | Blue Bell | PA | 01/2021 | 06/2021 |
| Wissahickon Creek Advisers | Blue Bell | PA | 01/2021 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 653 SKIPPACK PIKE SUITE 15 A; BLUE BELL; PA; 19422; Fixed Insurance Sales; Independent Insurance Agent; 1/13/2021; 160; 160; SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 563 SKIPPACK PICK SUITE 15 A; BLUE BELL; PA; 19422; Fixed Insurance Sales; Independent Insurance Agent; 1/13/2021; 160; 160; SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF ENTITY:Wissahickon Creek Advisers; Yes; 653 W. Skippack Pike Suite 15A,; Blue Bell; PA; 19422; Financial Services/dba; Financial Representative; 1/25/2021; 100; 100; Sale and Service Insurance, Securities and Investment Products 4. NAME OF OTHER BUSINESS: ONDIK SHARKEY; INVESTMENT RELATED: NO; ADDRESS: 109 N. WAYNE AVE; WAYNE; PA; 19087; NATURE OF BUSINESS: SALE OF PROPERTY CASUALTY INSURANCE AND EMPLOYEE BENEFITS; START DATE: 01/01/2021; POSITION/TITLE/RELATIONSHIP: ASSOCIATE AGENT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: SALE OF EMPLOYEE BENEFITS PRODUCTS AND PROPERTY CASUALTY INSURANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-20 |
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