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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-06 |
| MA | RA | APPROVED | 2026-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Southborough | MA | 09/2015 | 02/2026 |
| Craig Haba | Southborough | MA | 11/2015 | 06/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2016 | 02/2026 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2024 | 02/2026 |
| Raymond James Financial Services Advisors, Inc. | Boston | MA | 02/2026 | Present |
| Raymond James Financial Services, Inc. | Boston | MA | 02/2026 | Present |
(1)Name of Business: Address: 10 Post Office Sq Fl 8, Boston, MA, 02109, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: FIXED INSURANCE AGENT OF RECORD (2)Name of Business: dba Haba Wealth Management Address: 10 Post Office Sq Fl 8, Boston, MA, 02109, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/01/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: What is your role in relation to this activity? Advisor, Partner\n\nOwner & Advisor (3)Name of Business: HABA SEHRRY WEALTH MANAGEMENT Address: 10 Post Office Sq Fl 8, Boston, MA, 02109, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: What is your role in relation to this activity? Partner\n\nPARTNER AND AVISOR (4)Name of Business: MULTI GEN PARTNERS LLC Address: 10 Post Office Sq Fl 8, Boston, MA, 02109, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: What is your role in relation to this activity? Partner\n\nPARTNER
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-01-13 |
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