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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-24 |
| TX | RA | APPROVED | 2022-07-20 |
| IA | RA | APPROVED | 2022-03-27 |
Branch Locations
200 5Th Avenue Se Suite 102, Cedar Rapids, IA 52401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Oskaloosa | IA | 08/2011 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2015 | Present |
| Northwestern Mutual Investment Services Llc | Coralville | IA | 09/2015 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2017 | 12/2021 |
Name/Address: Fiduciary / 565 Locust Dr, North Liberty, IA 52317 Start Date: 7/1/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: managing basic finances for veteran Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-23 |
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