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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-09 |
Branch Locations
1230 Rosecrans Ave Ste 100, Manhattan Bch, CA 90266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T Mobile | Bellflower | CA | 05/2022 | 12/2022 |
| True Path Financial | Irvine | CA | 08/2024 | 11/2024 |
| Student | Los Angeles | CA | 03/2016 | 08/2024 |
| Cedars Sinai Medical Center | Los Angeles | CA | 08/2018 | 06/2020 |
| Edward Moyzes | Manhattan Beach | CA | 03/2026 | 04/2026 |
| Instacart | San Francisco | CA | 11/2020 | 10/2025 |
| Shipt | Birmingham | AL | 10/2025 | Present |
| Edward Moyzes | Manhattan Bch | CA | 04/2026 | Present |
| Northwestern Mutual Investment Services Llc | Manhattan Bch | CA | 04/2026 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2026 | Present |
1. Shipt, Not Investment-related, 420 20th Street Suite 100, Birmingham, AL, USA, 35203, Shop and deliver groceries, Start Date: 10/01/2025, 12 hrs per week, 0 trading hrs per week, Shop and deliver groceries, Duties: Shop and deliver groceries.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-19 |
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