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4900 North Scottsdale Road Suite 4900, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-05-24 |
| TX | RA | APPROVED | 2024-05-24 |
Branch Locations
125 S Clark Street Suite 1700, Chicago, IL 60603 • United States
4900 North Scottsdale Road Suite 4900, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2015 | 03/2019 |
| Northwestern Mutual Investment Services Llc | Chicago | IL | 06/2015 | 03/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2016 | 03/2019 |
| Guardian Life Insurance Company | Chicago | IL | 03/2019 | 06/2023 |
| Park Avenue Securities, Llc | Chicago | IL | 03/2019 | 06/2023 |
| One Wealth Management Investment And Advisory Services, Llc | Chicago | IL | 07/2023 | Present |
| One Wealth Capital Management, Llc | Chicago | IL | 04/2024 | Present |
| Massmutual Life | Chicago | IL | 11/2023 | Present |
Timothy J Pearce investment-related private residence in Chicago, IL insurance Licensed Insurance Agent 07/01/2023 10 total hours per month all hours during trading general insurance sales Nearpass Pearce, LLC investment-related private residence in Chicago IL real estate rental Member 1/1/2022 <1 hours per month 0 hours during trading 1 hour per quarter spent on bookkeeping/accounting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-19 |
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