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3050 Peachtree Road Nw Suite 220, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-23 |
Branch Locations
3050 Peachtree Road Nw Suite 220, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2016 | 02/2017 |
| Northwestern Mutual Investment Services Llc | Atlanta | GA | 02/2018 | 11/2023 |
| Daniel Loventhal | Atlanta | GA | 02/2017 | 11/2023 |
| William Loventhal | Atlanta | GA | 02/2017 | 11/2023 |
| Northwestern Mutual Life Insurance Co | Milwaukee | WI | 05/2016 | 02/2017 |
| Unemployed | Atlanta | GA | 02/2017 | 02/2017 |
| Lpl Financial | Atlanta | GA | 11/2023 | 04/2025 |
| Bleakley Financial Group | Atlanta | GA | 11/2023 | 06/2025 |
| Purshe Kaplan Sterling Inv | Albany | NY | 04/2025 | 06/2025 |
| Irc Wealth | Atlanta | GA | 07/2025 | Present |
1) You Tube Channel: (B-Side Reviews), Non-Investment related, Private residence, Nature: Hobby/music critique, content reviewer, Start date 09/01/2021. 10 Hours Month / 0 Hours During Trading, Creater of youtube video content reviewing hip hop music instead of just creator.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-04 |
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