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111 Forrest Avenue First Floor, Narberth, PA 19072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-03 |
Branch Locations
111 Forrest Avenue First Floor, Narberth, PA 19072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jkt Events Llc | Philadelphia | PA | 06/2018 | 07/2020 |
| Vip220 | Philadelphia | PA | 02/2019 | 10/2019 |
| Guidepoint | New York | NY | 04/2014 | 12/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2020 | 07/2021 |
| Northwestern Mutual Investment Services Llc | Philadelphia | PA | 08/2020 | 07/2022 |
| Melinda Wilke | Hales Corners | WI | 07/2021 | 04/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2022 | 07/2022 |
| Adam Gilson | New York | NY | 04/2022 | 07/2022 |
| Auerbach Investment Services, Llc | Narberth | PA | 07/2022 | Present |
Licensed insurance producer selling insurance policies; investment-related business conducted from the main office of Auerbach Investment Services, LLC; 5-10 hours per week during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-06 |
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