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37 West Ave Suite 301, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-02 |
| AL | RA | APPROVED | 2025-07-03 |
| KY | RA | APPROVED | 2024-07-18 |
| LA | RA | APPROVED | 2023-08-31 |
| CT | RA | APPROVED | 2023-03-08 |
| NJ | RA | APPROVED | 2023-03-07 |
| CA | RA | APPROVED | 2023-03-06 |
| PA | RA | APPROVED | 2018-11-14 |
Branch Locations
37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-14 |
| NJ | RA | APPROVED | 2022-07-01 |
| PA | RA | APPROVED | 2022-06-29 |
Branch Locations
37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Princeton | NJ | 06/2011 | 11/2018 |
| William Borchert | Princeton | NJ | 01/2011 | 11/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2017 | 10/2018 |
| J Alden Associates, Inc. | Jenkintown | PA | 10/2018 | Present |
Licensed to offer life insurance. Non-Investment Related - Less than 5 hours a month. 100% OWNER, FORTRESS FINANCIAL SERVICES LLC, LEGAL ENTITY, START DATE: 11/1/2018, CREATED LLC FOR TAX PURPOSES ONLY NEWCLEUS - MANAGING DIRECTOR OF QUALIFIED PLANS - 40 Hours a week
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-01-09 |
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