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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-30 |
Branch Locations
202 Carnegie Ctr Ste 201, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldmans Sachs | New York | NY | 02/2005 | 02/2018 |
| Kpmg | New | NY | 03/2018 | 11/2019 |
| Citadel | New York | NY | 11/2019 | 11/2023 |
| Raymond James | Paramus | NJ | 11/2023 | 01/2026 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2026 | Present |
| Northwestern Mutual Investment Services Llc | Princeton | NJ | 01/2026 | Present |
| Tg Forum Inc | Princeton | NJ | 02/2026 | 02/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2026 | Present |
| Rhino Partners Insurance Services, Llc | Princeton | NJ | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-17 |
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