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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
| UT | RA | APPROVED | 2023-03-28 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
717 West Main Street, American Fork, UT 84003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jeffrey P Carlson | Charlotte | NC | 03/2015 | 03/2017 |
| Student | Charlotte | NC | 01/2007 | 12/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2017 | 02/2018 |
| Northwestern Mutual Investment Services Llc | Charlotte | NC | 03/2017 | 02/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2017 | 02/2018 |
| Apollon Wealth Management, Llc | Charleston | SC | 02/2018 | 02/2020 |
| Apollon Insurance Group | Charleston | SC | 02/2018 | 02/2020 |
| Merrill Lynch Pierce Fenner & Smith | Huntersville | NC | 08/2020 | 03/2023 |
| Unemployed | Charlotte | NC | 02/2020 | 08/2020 |
| Bank Of America, N.A. | Huntersville | NC | 10/2020 | 03/2023 |
| Key Investment Services | American Fork | UT | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-11 |
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