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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-10-20 |
| FL | RA | APPROVED | 2021-02-01 |
| TX | RA | APPROVED_RES | 2021-01-28 |
Branch Locations
2039 Centre Point Blvd. Suite 102, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life | Milwaukee | WI | 05/1995 | Present |
| Northwestern Mutual Investment Services, Llc | Tallahassee | FL | 02/1996 | 01/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2021 | 11/2023 |
| Integrated Wealth Concepts, Llc | Waltham | MA | 01/2021 | Present |
1. Fixed Insurance--Investment related:NO--Address:2039 Centre Point Blvd, Tallahassee FL 32308--Nature: Fixed Insurance--Position: Agent--Start Date: 01/2021--Hours/Month: 5--Hours/Month during trading hours: 5--Duties: sale of insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-30 |
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