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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-12 |
| MN | RA | APPROVED | 2023-09-15 |
Branch Locations
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
652 Bielenberg Drive., Suite 201, Woodbury, MN 55125 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2006 | 09/2023 |
| Northwestern Mutual Investment Services, Llc | Minneapolis | MN | 03/2006 | 09/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 09/2023 |
| Hudson Fire Department | Hudson | WI | 11/2022 | Present |
| Lpl Financial Llc | Woodbury | MN | 09/2023 | Present |
1) 09/05/2023 - Willow River Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 09/05/2023 - Insurance Broker - Non-Variable Insurance - Selling: Term life insurance, whole life insurance, universal life insurance, long term disability insurance - Investment related - 4 Hours per month - Start date: 9/8/2023. 3) 09/05/2023 - Hudson Fire Department - Fireman - Hudson, WI - Not investment related - 20 Hours per month - Start date: 12/1/2022. 4) 12/30/2024- Snows Corner- Other - Registered Agent- Not INV Related- Home Based- Start date 07/08/2024 5) 02/19/2026 - Hudson Fire Company No. 1 Inc - Non-profit volunteer (not on board) - Treasurer - Not Investment Related - Hudson, WI - Start Date 04/01/2026 - 3 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-06-07 |
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