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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-09-07 |
Branch Locations
3805 Edwards Road Suite 200, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geoff Stevens | Cincinnati | OH | 04/2015 | 02/2017 |
| Walgreens | Erlanger | KY | 02/2010 | 08/2017 |
| David Shuley | Cincinnati | OH | 05/2016 | Present |
| Northwestern Mutual Investment Services Llc | Cincinnati | OH | 05/2016 | Present |
| Geoff Stevens | Cincinnati | OH | 02/2017 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2017 | Present |
| Will Butler | Beavercreek | OH | 03/2018 | Present |
| Brent Shaw | West Chester | OH | 05/2020 | 06/2020 |
| Brent Shaw | West Chester | OH | 12/2020 | Present |
| Sean A Murphy | Cincinnati | OH | 07/2023 | Present |
1. 100% OWNER, 482 N 2610 W, 482 N 2610 W, HURRICANE, , UTAH, 84737, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 01/31/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, MANAGE MORTGAGE PAYMENTS/UTILITIES ETC. WE WILL HIRE A PROPERTY MANAGER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-02 |
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