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Current Employers
Northwestern Mutual Investment Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2015-07-28
  • MA RA
    APPROVED
    Since 2015-07-28

Branch Locations

35 New England Bus Ctr Ste 201, Andover, MA 01810 • 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 Andover MA 05/2014 Present
David Mc Avoy Boston MA 01/2014 09/2016
Northwestern Mutual Wealth Management Company Milwaukee WI 08/2015 Present
Aaron Miller Boston MA 10/2016 06/2018
Jason Mark Kalil Woburn MA 01/2018 Present
  • 05/2014 → Present
    Andover, MA
  • 01/2014 → 09/2016
    David Mc Avoy
    Boston, MA
  • 08/2015 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 10/2016 → 06/2018
    Aaron Miller
    Boston, MA
  • 01/2018 → Present
    Jason Mark Kalil
    Woburn, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-20
  • S66 Uniform Combined State Law Examination
    2015-07-20
Other Names
  • Kristen Coneeny
  • Kristen Anne Coneeny
  • Kristen Anne Torres

View on SEC IAPD

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