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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-28 |
Branch Locations
201 Alhambra Circle Suite 703, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Coral Gables | FL | 04/2016 | 10/2020 |
| Insigneo Securities Llc | Miami | FL | 11/2020 | 03/2024 |
| Richard Goodman | Coral Gables | FL | 03/2024 | Present |
| Northwestern Mutual Investment Services Llc | Coral Gables | FL | 03/2024 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2024 | Present |
MEMBER OF THE BOARD OF DIRECTORS, PRIME GROUP INCORPORATED, 499 SABANERA DEL RIO, GURABO, , PUERTO RICO, 00778, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 2/3/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, BEING PRESENT IN BOARD MEETINGS; NON INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-07-05 |
| S65 | Uniform Investment Adviser Law Examination | 2015-04-14 |
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