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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2022-08-29 |
| TX | RA | APPROVED | 2022-08-12 |
| VA | RA | APPROVED | 2022-08-12 |
Branch Locations
1747 Pennsylvania Ave Nw Suite 900, Washington, DC 20006 • United States
1650 Tysons Boulevard Suite 1000, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leo Tucker | Washington | DC | 11/2015 | 05/2017 |
| Northwestern Mutual Investment Services Llc | Washington | DC | 02/2016 | 08/2020 |
| Edward Shanahan | Reston | VA | 05/2017 | 08/2020 |
| Danny Lee | Reston | VA | 05/2017 | 08/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2017 | 08/2020 |
| Ubs Financial Services Inc. | Vienna | VA | 08/2020 | 08/2022 |
| Morgan Stanley Smith Barney Llc | Mclean | VA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-14 |
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