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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Financial | Woburn | MA | 07/2015 | 07/2018 |
| National Planning Corporation | Woburn | MA | 06/2015 | 12/2017 |
| Trilogy Financial Services | Woburn | MA | 01/2017 | 07/2018 |
| Lpl Financial Inc | Woburn | MA | 11/2017 | 08/2018 |
| Unemployed | Stoughton | MA | 08/2018 | 02/2019 |
| Matthew Cutter | Wellesley | MA | 02/2019 | 03/2019 |
| Adam Riegel | Wellesley | MA | 02/2019 | 03/2019 |
| Paul Stedfeld | Wellesley | MA | 02/2019 | 03/2019 |
| Matthew Cutter | Wellesley | MA | 03/2019 | Present |
| Paul Stedfeld | Wellesley | MA | 03/2019 | Present |
| Adam Riegel | Wellesley | MA | 03/2019 | Present |
| Northwestern Mutual Investment Services Llc | Wellesley | MA | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-19 |
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