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Virginia Beach, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Erie | PA | 08/2014 | 12/2016 |
| Kersey And Associates Pc | Warren | PA | 01/2017 | 05/2018 |
| Unemployed | Warren | PA | 06/2018 | 01/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2020 | 05/2021 |
| Northwestern Mutual Investment Services Llc | Harrisonburg | VA | 01/2020 | 05/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2020 | 05/2021 |
| Carlson Financial | Virginia Beach | VA | 06/2021 | 01/2024 |
| Oppenheimer & Co. Inc. | Virginia Beach | VA | 01/2024 | 04/2025 |
| Simplified Wealth Planning Llc Dba Jaskolka Financial | Virginia Beach | VA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-19 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-24 |
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