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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-10-23 |
| TX | RA | APPROVED | 2024-10-22 |
Branch Locations
2100 W Pleasant Grove Blvd Suite 330, Pleasant Grove, UT 84062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2015 | 10/2024 |
| Northwestern Mutual Investment Services Llc | Provo | UT | 08/2015 | 10/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2016 | 10/2024 |
| Coaching By Emily Llc | Vineyard | UT | 09/2024 | Present |
| Lpl Financial Llc | Pleasant Grove | UT | 10/2024 | Present |
1- 10/2024 / Happier Wealth / DBA for LPL Business (entity for LPL business) / INV RLTD 2- 10/2024 / Real Estate Rental / INV RLTD / START 09/02/2019 3- 10/2024 / Brokering Insurance / Non-Variable Insurance / INV RLTD / 20 HRS MNTH / 2 HRS DURING TRADING / START 05/11/2015 4- 10/2024 / ROSEN LLC / Business Entity For Tax/Investment Purposes Only / NON INV RLTD / 130 HRS MNTH / 6 HRS DURING TRADING / START 03/06/2017 5. 04/01/2025 - EmBody Health and Fitness - Other - Health and Fitness - Not Investment Related - At Reported Business Location(s) - Start date: 12/21/2024 - 40 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-10-02 |
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