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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-02-18 |
Branch Locations
3670 S. Moorland Rd., New Berlin, WI 53151 • United States
125 East Puetz Road, Oak Creek, WI 53154 • United States
3545 S Kinnickinnic Ave., Milwaukee, WI 53235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Milwaukee | WI | 01/2005 | 01/2017 |
| Wells Fargo Funds Distributor, Llc | Menomonee Falls | WI | 01/2015 | 10/2018 |
| Northwestern Mutual Investment Services, Llc | Franklin | WI | 12/2018 | 10/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2018 | 10/2019 |
| New York Life Insurance Co | Milwaukee | WI | 12/2019 | 02/2021 |
| Nylife Securities Llc | Milwaukee | WI | 11/2019 | 02/2021 |
| Eagle Strategies Llc | Milwaukee | WI | 12/2019 | 02/2021 |
| Pnc Investments | Milwaukee | WI | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-05 |
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