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8455 Colesville Road Suite 900, Silver Spring, MD 20910 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-05-28 |
| NC | RA | APPROVED | 2025-04-08 |
| VA | RA | APPROVED | 2025-04-08 |
| MD | RA | APPROVED | 2025-01-08 |
Branch Locations
8455 Colesville Road Suite 900, Silver Spring, MD 20910 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jim Dinardo | New York | NY | 03/2016 | 08/2020 |
| Mckinney Automotive | Easley | SC | 05/2008 | 08/2017 |
| Paul Tortorella | New York | NY | 03/2016 | 08/2020 |
| Northwestern Mutual Investment Services, Llc | New York | NY | 03/2016 | 05/2022 |
| Stephen Schwartz | New York | NY | 08/2016 | 08/2020 |
| Kevin Luchetta | New York | NY | 08/2016 | 08/2020 |
| Michael Schwartz | New York | NY | 08/2016 | 08/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2020 | 05/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2016 | 05/2022 |
| Guardian Life Insurance Company | New York | NY | 05/2022 | 01/2025 |
| Park Avenue Securities | New York | NY | 05/2022 | 12/2024 |
| Arcane Wealth Management Inc. | Washington | DC | 02/2026 | Present |
| Audible Wealth Management | Washington | DC | 01/2025 | Present |
Life Insurance Agent Start Date: 01/2025 Address: Washington, DC Approximately 15-20 hours per month, 8-10 hours per month during trading hours Investment-Related Duties: Independent agent offering life insurance products to clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-04 |
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