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Mechanicsburg, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-18 |
Branch Locations
100 Sterling Parkway Suite G20, Mechanicsburg, PA 17050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hall And Associates | Leesport | PA | 05/2015 | 09/2019 |
| Northwestern Mutual Investment Services Llc | Mechanicsburg | PA | 01/2020 | 01/2024 |
| Joshua Jenkins | Mechanicsburg | PA | 10/2019 | 09/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2020 | 09/2021 |
| Joshua Jenkins | Mechanicsburg | PA | 09/2021 | 11/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2023 | 01/2024 |
| Brad Nelson | Mechanicsburg | PA | 12/2023 | 01/2024 |
| Seaside Wealth Advisors | Mechanicsburg | PA | 02/2024 | Present |
1) COACHES COORDINATOR, RED LAND MIDGET FOOTBALL ORGANIZATION, 520 LOCUST ROAD, NEW CUMBERLAND, , PENNSYLVANIA, 17070, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 5/6/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, COACHES COORDINATOR FOR YOUTH FOOTBALL LEVELS 2) Insurance Consulting, LLC; Is the business investment related: No; Location of the business: 110 Phoenixville Pike Frazer PA 19355 USA; Description of the business: Insurance consulting (broker)- this is their office location. We operate out of our RIA office.; Position Title: Insurance Sales; Start date with business: 2025-01-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10; Additional notes: Licensed to sell insurance through Coastal Insurance Consulting, LLC (they broker several insurance companies);
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-31 |
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