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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Santa Monica | CA | 01/2025 | 02/2026 |
| Signature Estate And Investment Advisors | Redondo Beach | CA | 08/2018 | 01/2025 |
| Beach Point Capital Management | Santa Monica | CA | 02/2014 | 08/2018 |
| Northwestern Mutual Investment Services Llc | Knoxville | TN | 03/2026 | Present |
| Jim Lapinska | Knoxville | TN | 03/2026 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2026 | Present |
1. M3 AI, Not Investment-related, 600 old tavern cir, farragut, TN, USA, 37934, 51% Owner, Start Date: 03/01/2021, 2 hrs per week, 0 trading hrs per week, software development , Duties: assist with ad hoc admin duties for the business owned jointly with my husband who performs the work.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-21 |
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