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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-07 |
| DC | RA | APPROVED | 2026-04-13 |
| MD | RA | APPROVED | 2026-04-07 |
| AZ | RA | APPROVED | 2025-12-01 |
| CT | RA | APPROVED | 2025-08-25 |
| FL | RA | APPROVED | 2025-06-17 |
| IL | RA | APPROVED | 2025-03-27 |
| NC | RA | APPROVED | 2025-01-17 |
| NY | RA | APPROVED | 2024-11-27 |
| MI | RA | APPROVED | 2024-11-13 |
| CA | RA | APPROVED | 2024-10-29 |
| TX | RA | APPROVED | 2024-10-29 |
| WI | RA | APPROVED | 2024-10-29 |
Branch Locations
8010 Excelsior Drive Suite 200, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | N Miami Beach | FL | 12/2016 | 09/2022 |
| Northwestern Mutual Investment Services Llc | N Miami Beach | FL | 12/2016 | 09/2022 |
| Summit Credit Union | Madison | WI | 01/2016 | 12/2016 |
| Northwestern Mutual Wealth Management Company | N Miami Beach | FL | 02/2018 | 09/2022 |
| Mml Investors Services, Llc | Madison | WI | 09/2022 | 09/2024 |
| Massmutual Life Insurance Co | Madison | WI | 08/2022 | 09/2024 |
| Guardian Life Insurance Company | Madison | WI | 09/2024 | Present |
| Park Avenue Securities | Madison | WI | 09/2024 | Present |
| Guardian Life Insurance Company | Waunakee | WI | 09/2024 | 05/2025 |
| Park Avenue Securities | Waunakee | WI | 09/2024 | 05/2025 |
1. Generational Wealth Management Co., Start date: 02/08/2023, Address: 801 Walter Run, Waunakee WI 53597, 0 total hours per month 0 during securities trading hours, No annual compensation, Not Investment related, 2. Board Member, Life Center Church, Start: 04/01/2025, Address: 4402 Femrite Drive, Madison, WI, 53716, 1 total hour per month, 0 during securities trading hours, No annual compensation, Not investment related, 3. Board Member, Spedidit Enterprises, Start: 04/01/2025, Address: 9609 Blue Heron Dr., Middleton, WI 53562, Less than 1 total hour per month, 0 during securities trading hours, No annual compensation, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-09 |
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