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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | Westlake | TX | 06/2018 | 01/2024 |
| Arvest Wealth Management | Rogers | AR | 06/2016 | 05/2018 |
| Joshua Montanez | Fayetteville | AR | 01/2024 | 02/2024 |
| Joshua Montanez | Fayetteville | AR | 02/2024 | Present |
| Northwestern Mutual Investment Services Llc | Fayetteville | AR | 02/2024 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-25 |
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