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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Calgary | 06/2024 | 08/2024 | |
| Scotia Wealth Insurance Services Inc | Calgary | 03/2018 | 05/2024 | |
| Richardson Wealth | Calgary | 04/2015 | 02/2018 | |
| Jim Dinardo | New York | NY | 09/2024 | 11/2024 |
| Kevin Luchetta | New York | NY | 09/2024 | 11/2024 |
| Stephen Schwartz | New York | NY | 09/2024 | 11/2024 |
| Kevin Luchetta | New York | NY | 11/2024 | Present |
| Stephen Schwartz | New York | NY | 11/2024 | Present |
| James Dinardo | New York | NY | 11/2024 | Present |
| Northwestern Mutual Investment Services Llc | New York | NY | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-23 |
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