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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2010-01-25 |
Branch Locations
337 Turnpike Rd Ste 206, Southborough, MA 01772 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2005 | Present |
| Northwestern Mutual Investment Services, Llc | Wellesley | MA | 05/2005 | Present |
| Northwestern Mutual Investment Services, Llc | Wellesley | MA | 03/2010 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2012 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2.50% OWNER, JAC PROPERTIES, LLC, 16A NOBADEER FARM RD, NANTUCKET, , MASSACHUSETTS, 02554, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 1/1/2016, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWNER 3. 100% OWNER, THE COLLETTI COLLABORATIVE, LLC, BUSINESS RELATED COACHING, START DATE: 4/11/2016, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20, COACHING/ACCOUNTABILITY AND GOAL SETTING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-15 |
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