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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-29 |
Branch Locations
Grosse Pointe, MI • United States
1515 S Federal Hwy Ste 208, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Fort Myers | FL | 05/2026 | Present |
| Joseph Small | Fort Myers | FL | 03/2026 | Present |
| M Holdings Securities, Inc. | Portland | OR | 02/2015 | 05/2017 |
| Lovasco Consulting Group | Detroit | MI | 02/2015 | 05/2017 |
| Sequoia Financial Advisors, Llc | St. Claire Shores | MI | 07/2017 | 12/2018 |
| Sequoia Financial Group, Llc | St. Claire Shores | MI | 07/2017 | 12/2018 |
| Cbiz Investment Advisory Services Llc | Cleveland | OH | 12/2018 | 02/2022 |
| Cbiz Financial Solutions Inc | Cleveland | OH | 04/2019 | 02/2022 |
| Gwfs Equities, Inc | Greenwood Village | CO | 03/2022 | 11/2024 |
| Advised Assets Group, Llc | Greenwood Village | CO | 03/2022 | 11/2024 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 11/2024 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-30 |
| S66 | Uniform Combined State Law Examination | 2010-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-25 |
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