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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Middleton | WI | 08/2014 | 01/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2013 | 01/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2017 | 01/2024 |
| Harbour Investments, Inc. | Madison | WI | 01/2024 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Forward Wealth WI - DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-09 |
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