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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-21 |
Branch Locations
600 Cranberry Woods Dr Ste 450, Cranberry Twp, PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities Inc | Grove City | PA | 07/2017 | 04/2026 |
| Citizens | Zelienople | PA | 07/2017 | 03/2021 |
| Rooted In Movement | Cranberry Twp | PA | 01/2026 | Present |
| Synergy Performing Arts Academy | Canonsburg | PA | 09/2021 | 09/2023 |
| Principal | Pittsburgh | PA | 10/2013 | 07/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2026 | Present |
| Northwestern Mutual Investment Services Llc | Cranberry Twp | PA | 05/2026 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2026 | Present |
1. Rooted In Movement, Not Investment-related, 8001 Rowan Rd, Suite 200, Cranberry Twp, PA, USA, 16066, 50% Owner, Start Date: 01/01/2026, 15 hrs per week, 0 trading hrs per week, Dance Studio, Duties: Owner Teacher of private lessons and group classes. 2. ROOTED IN MOVEMENT LLC, 8001 ROWAN RD SUITE 200, CRANBERRY TWP, , PENNSYLVANIA, 16066, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 1/1/2026, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWNER - BALLROOM AND WELLNESS STUDIO. TEACH GROUP CLASSES AND PRIVATE LESSONS. NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-04 |
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