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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-18 |
| TX | RA | APPROVED | 2024-04-18 |
| FL | RA | APPROVED | 2024-04-15 |
Branch Locations
444 W Railroad Ave Suite 300, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2019 | 01/2023 |
| Northwestern Mutual Investment Services Llc | Boca Raton | FL | 12/2019 | 01/2023 |
| Waldorf Astoria | Boca Raton | FL | 01/2016 | 05/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2022 | 02/2023 |
| Sagepoint Financial, Inc. | Fort Lauderdale | FL | 02/2023 | 09/2023 |
| Osaic Wealth, Inc. | Lantana | FL | 09/2023 | Present |
CAPELLA FINANCIAL GROUP POSITION: Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 55 SECURITIES TRADING HOURS: 30 START DATE: 02/10/2023 ADDRESS: 3418 Avenue Villandry, Delray Beach FL 33445, United States DESCRIPTION: Selling Insurance products such as Life insurance, Long term care, Health, and Fixed Annuities CREATIVE FINANCIAL NETWORK POSITION: Fixed Insurance Sales NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/04/2025 ADDRESS: 444 W Railroad Ave,, Suite 300, West Palm Beach FL 33401, United States DESCRIPTION: Selling fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-16 |
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