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875 North Michigan Ave. Unit 3940, Chicago, IL 60611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-27 |
| MI | RA | APPROVED | 2025-01-27 |
| NJ | RA | APPROVED | 2025-01-27 |
| TN | RA | APPROVED | 2025-01-27 |
| AL | RA | APPROVED | 2024-01-29 |
| IL | RA | APPROVED | 2022-11-02 |
Branch Locations
875 North Michigan Ave. Unit 3940, Chicago, IL 60611 • United States
801 Warrenville Rd., Suite 100, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2019 | 10/2020 |
| Northwestern Mutual Investment Services Llc | Germantown | WI | 09/2019 | 10/2020 |
| Trifound Advisory, Llc | Lisle | IL | 10/2022 | Present |
| Trifound Advisory Llc | Lisle | IL | 12/2020 | 10/2022 |
| University Of Wisconsin - Whitewater | Whitewater | WI | 08/2015 | 12/2019 |
1) INSURANCE AGENT - 1/2019 TO PRESENT. INVESTMENT RELATED. 60 HR/MONTH SPENT ON THIS ACTIVITY. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 800 WARRENVILLE RD. STE 100 LISLE, IL 60532
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-29 |
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