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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
Branch Locations
515 S Flower St Fl 34, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Borough Wealth Management Belpointe Asset Management | Reno | NV | 10/2022 | 03/2024 |
| Cooper Mcmanus Wealth Management | Irvine | CA | 09/2021 | 10/2022 |
| Unemployed | Los Angeles | CA | 05/2020 | 09/2021 |
| Cantella And Co | Malden | MA | 01/2020 | 05/2020 |
| Unemployed | Los Angeles | CA | 01/2019 | 01/2020 |
| Woodbury Financial Services Inc | Oakdale | MN | 12/2017 | 01/2019 |
| Northwestern Mutual Life Insurance Company | Seattle | WA | 01/2013 | 11/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2024 | Present |
| Northwestern Mutual Investment Services Llc | Los Angeles | CA | 05/2024 | Present |
| Northwestern Mutual Investment Services Llc | Seattle | WA | 11/2013 | 11/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2024 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS, NON INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-29 |
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