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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-10-18 |
Branch Locations
19950 W Country Club Dr Suite 802, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida International University | Miami | FL | 09/2013 | 12/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2018 | Present |
| Northwestern Mutual Investment Services Llc | Aventura | FL | 09/2018 | Present |
| Merrill Lynch | Miami | FL | 01/2017 | 09/2018 |
| Student | Miami | FL | 09/2016 | 12/2016 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2019 | Present |
1. OUTSIDE INSURANCE GENERAL SALES/SERVICING, GENERAL SALES/SERVICING, START DATE: 11/29/2018, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, SELLING LIFE INSURANCE, DISABILITY INSURANCE, LONG TERM CARE OUTSIDE OF NM 2. 95% OWNER, CNBL LLC, 19400 TURNBERRY WAY SUITE 321, AVENTURA, , FLORIDA, 33180, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 06/01/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NO RESPONSIBILITIES OR SPECIFIC DUTIES, THIS WILL BE A REAL ESTATE PROPERTY IN WHICH I WILL BE RENTING OUT TO A TENANT. 3. BUSINESS RELATED COACHING, START DATE: 2/2/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, COACHING OTHER AGENTS WITH ACTIVITY AND HOW TO BUILD AN EFFICIENT FINANCIAL PLANNING PRACTICE/BUSINESS; NON-INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-17 |
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