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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-24 |
| WA | RA | APPROVED | 2025-11-24 |
| IN | RA | APPROVED | 2024-10-08 |
| ME | RA | APPROVED | 2024-04-30 |
| PA | RA | APPROVED | 2022-03-02 |
| SC | RA | APPROVED | 2021-06-22 |
| RI | RA | APPROVED | 2021-06-17 |
| VA | RA | APPROVED | 2021-06-17 |
| MA | RA | APPROVED | 2021-06-16 |
| FL | RA | APPROVED | 2021-06-15 |
| NY | RA | APPROVED | 2021-06-10 |
| CT | RA | APPROVED | 2021-06-02 |
| CA | RA | APPROVED | 2021-06-01 |
| NJ | RA | APPROVED | 2021-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance | Hamden | CT | 09/1990 | 05/2021 |
| Northwestern Mutual/Investment Services | Hamden | CT | 03/1994 | 03/2017 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 03/1994 | 05/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 05/2021 |
| Northwestern Mutual Investment Services, Llc | Cranston | RI | 04/2017 | 05/2021 |
| Macarthur Financial, Llc | Providence | RI | 05/2021 | Present |
| Valmark Securities, Inc. | Akron | OH | 06/2021 | Present |
1) MacArthur Financial, LLC; Providence, RI Owner; Principal, non-investment related executive benefits consulting; Design and administration of company-sponsored executive benefit programs; Approximately 20-40 hours per month; compensation in fees charged to clients./// 2) Trove Private Wealth; 72 Taunton St., Plainville, MA 02762; Wealth Management; Non-voting shareholder; 15% organizational management, 85% wealth management and executive benefits advisor; YES Investment Related; Start Date 11/1/2024; Approximately 40+ hrs. per month; W-2 compensation./// 3) Aurum Insurance Partners, LLC; 72 Taunton Street, Plainville, MA 02762; Life insurance design, placement, underwriting advocacy, and management, including sales, recalibration, policy management, replacement, and life settlement; Partner; Sales, marketing, policy design, underwriting, advocacy, management, etc. through Valmark Securities and Executive Life Insurance (including PMC, and other available resources from Valmark); Start 3/2026; investment related; 1-5 hrs. per month; Compensated by life insurance policy management fees or life insurance commissions.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-10 |
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