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122 S Washington Street, Butler, PA 16001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-24 |
| TX | RA | APPROVED | 2025-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | New Haven | CT | 01/2011 | 05/2021 |
| Yale School Of Management | New Haven | CT | 10/2019 | 02/2020 |
| Yale | New Haven | CT | 10/2019 | 01/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2021 | 11/2024 |
| Northwestern Mutual Investment Services Llc | Seven Fields | PA | 01/2022 | 11/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2023 | 11/2024 |
| Bennett Associates Wealth Management | Butler | PA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-09 |
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