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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-09 |
| MO | RA | APPROVED | 2024-07-09 |
Branch Locations
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
10 S Wacker Drive Suite 2975, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H2Vino | Chicago | IL | 03/2015 | 06/2020 |
| Ulu Coffee Llc | Holualoa | HI | 11/2018 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2020 | 04/2024 |
| Northwestern Mutual Investment Services Llc | Rosemont | IL | 10/2020 | 04/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2021 | 04/2024 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 04/2024 | Present |
1. Ulu Coffee LLC, Not Investment-related, 75 1090 Keopu Mauka, Holualoa, HI, USA, 96725, 50% Owner, Start Date: 11/01/2018, 2 hrs per week, 0 trading hrs per week, Coffee Farm and Brand, Duties: Product Strategy. 2. INSTRUCTOR, GOOD FOOD ACCELERATOR, 328 N ALBANY AVE, CHICAGO, , ILLINOIS, 60012, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 3/10/2023, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, INSTRUCTING A GENERAL BUSINESS CLASS FOR ENTREPRENEURS; NON-INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-21 |
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