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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-01 |
| WI | RA | APPROVED | 2025-08-01 |
Branch Locations
1715 W Paradise Drive Ground Fl, West Bend, WI 53095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2020 | 04/2022 |
| Northwestern Mutual Investment Services Llc | Middleton | WI | 05/2020 | 04/2022 |
| Mattress Firm | Madison | WI | 01/2018 | 12/2019 |
| Sals Pizza | West Bend | WI | 05/2017 | 01/2018 |
| Student | Madison | WI | 09/2001 | 05/2017 |
| Northwestern Mutual | Milwaukee | WI | 06/2021 | 04/2022 |
| Wells Fargo Clearing Services, Llc | West Bend | WI | 04/2022 | 08/2025 |
| Wells Fargo Advisors Financial Network, Llc | West Bend | WI | 08/2025 | Present |
CITIZEN ADVOCATES OF WASHINGTON COUNTY, INVT RELATED, WEST BEND, WI, TREASURER, START DATE 10/18/2023, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, HELPING PLAN COMMUNITY EVENTS AND MANAGE MONETARY FUNDS. | POWER OF ATTORNEY FOR MOTHER; INV RELATED; JACKSON, WI; POA; 05/2025; 1 HOUR PER MONTH; 0 DURING TRADING; POA FOR MOTHER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-15 |
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