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145 E. Prospect Suite 202, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
145 E. Prospect Suite 202, Danville, CA 94526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2009 | 02/2024 |
| Northwestern Mutual Investment Services, Llc | Pleasanton | CA | 01/2010 | 02/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2014 | 02/2024 |
| Greykasell Wealth Strategies, Inc. | Danville | CA | 02/2024 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. HOURS PER MONTH: 1-2, HOURS DURING SECURITIES TRADING HOURS: 1-2 2. 50% OWNER, ACTIVE SUCCESSION PLANNING, LLC, 508 TREYBURN CIR, SAN RAMON, 94583, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, HOURS PER MONTH: 1-2, HOURS DURING SECURITIES TRADING HOURS: 0, web based succession cash flow analysis planning tool. 3. 100% OWNERSHIP, THE EISENHAUER GROUP LLC, LEGAL ENTITY, START DATE: 06/02/2020, HOURS PER MONTH: 5+, HOURS DURING SECURITIES TRADING HOURS: 5+, TO OPERATE MY WEALTH MANAGEMENT PRACTICE AND EMPLOY MY 4 EMPLOYEES UNDER A LEGAL STRUCTURE. 4. VICE PRESIDENT OF THE BOARD, SCHOOL OF IMAGINATION, 9801 DUBLIN BLVD, DUBLIN, CALIFORNIA, 94568, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 01/06/2022, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20, VICE PRESIDENT OF THE BOARD OF DIRECTORS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-25 |
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