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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
400 Meridian Centre Suite 101, Rochester, NY 14618 • United States
Walworth, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2016 | 06/2018 |
| Northwestern Mutual Investment Services Llc | Fairport | NY | 05/2016 | 06/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2016 | 06/2018 |
| Massmutual | Rochester | NY | 07/2018 | Present |
| Mml Investors Services | Rochester | NY | 08/2018 | Present |
1)NAME: WAYFINDER STRATEGIC PLANNING & WEALTH MGMT LLC, INV REL: Y ADD: 400 MERIDIAN CTRE BLVD #101 ROCHESTER NY 14618, NATURE: OUTSIDE INSURANCE POSITION: AGENT START DATE: 11/12/2024 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES, HEALTH. 2)NAME: WAYFINDER STRATEGIC PLANNING & WEALTH MGMT LLC , INV REL:Y ADDR: 400 MERIDIAN CTRE #101 ROCHESTER NY 14618 NATURE:REFERRAL FOR FEE POSITION:N/A START:12/5/2020 NO HR/MO: 1 NO HR/MO DUR TRADING:1
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-07-14 |
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