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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-07-12 |
Branch Locations
San Antonio, TX • United States
720 E Wisconsin Ave, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Life Insurance Company | San Antonio | TX | 02/1999 | 12/2017 |
| Usaa Investment Management Company | San Antonio | TX | 09/2017 | 12/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2018 | Present |
| Unemployed | San Antonio | TX | 01/2018 | 04/2018 |
| Northwestern Mutual Investment Services, Llc | Franklin | WI | 06/2018 | Present |
SWAG Interiors & Flooring, LLC. and the business is NOT investment-related. SWAG is at 1116 W Blanco Rd San Antonio, TX 78232 and my wife provides selections (such as paint colors, grout, cabinets, countertops, etc.) for custom home builders. I'm listed as 49% co-owner in her LLC. She started her business in March of 2017. I devote very little time as I help her install furniture and deliver flooring to her clients on my days off or after work.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-05 |
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