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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-09-23 |
Branch Locations
1600 Division St Ste 400, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Tample | PA | 08/2017 | 08/2018 |
| Ubs | Franklin | TN | 07/2020 | 08/2024 |
| Suntrust | Nashville | TN | 08/2018 | 07/2020 |
| Citizens Bank | Temple | PA | 07/2017 | 07/2018 |
| Niagara Bottling | Hamburg | PA | 11/2016 | 07/2017 |
| Waddell And Reed | Camp Hill | PA | 03/2016 | 11/2016 |
| Charles Greer | Nashville | TN | 08/2024 | 09/2024 |
| Charles Greer | Nashville | TN | 09/2024 | Present |
| Northwestern Mutual Investment Services Llc | Nashville | TN | 09/2024 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-11 |
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