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500 Mamaroneck Avenue Suite 501, Harrison, NY 10528 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-04 |
Branch Locations
500 Mamaroneck Avenue Suite 501, Harrison, NY 10528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Westport | CT | 03/2016 | 12/2019 |
| Mml Investors Services, Llc | Westport | CT | 05/2021 | 01/2023 |
| Mml Investors Services, Llc | Westport | CT | 03/2020 | 01/2023 |
| Farther | Wilton | CT | 01/2023 | 09/2024 |
| Next Level Private Llc | Harrison | NY | 10/2024 | 12/2024 |
| Next Level Private Llc | Harrison | NY | 12/2024 | Present |
1) Licensed insurance agent; Not Investment-Related; Wilton, CT 06897; Insurance Sales; Start Date: 12/2024; Implementation of insurance recommendations; Approx. 20% of time during month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-03 |
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