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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-29 |
Branch Locations
Laguna Beach, CA • United States
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2014 | 07/2022 |
| Northwestern Mutual Investment Services, Llc | Newport Beach | CA | 06/2015 | 07/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2017 | 07/2022 |
| Mcilrath & Eck, Llc | Anaheim Hills | CA | 07/2022 | 03/2023 |
| Sole Proprietor Fitness Products Sales | Newport Beach | CA | 01/2019 | 06/2021 |
| Lifeworks Advisors, Llc | Grand Rapids | MI | 03/2023 | Present |
Independent Insurance Agent. Yes. Sale of insurance products , life, health, and variable products. 20 hours per month spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-05 |
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