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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-04-18 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2020 |
| Mainstay Capital Management, Llc | Grand Blanc | MI | 05/2020 | 04/2022 |
| Fidelity Investments | Troy | MI | 01/2012 | 03/2020 |
| Brian Duggan | Troy | MI | 04/2022 | Present |
| Northwestern Mutual Investment Services Llc | Troy | MI | 04/2022 | Present |
| Fidelity Brokerage Services Llc | Troy | MI | 01/2012 | 03/2020 |
| Mainstay Capital Management, Llc | Grand Blanc | MI | 05/2020 | 04/2022 |
| Strategic Advisers Llc | Troy | MI | 03/2012 | 07/2018 |
| Unemployed | Royal Oak | MI | 04/2020 | 04/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-01 |
| S66 | Uniform Combined State Law Examination | 2010-05-25 |
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