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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
976 Lake Baldwin Ln Ste 103 1St Fl, Orlando, FL 32814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial | Appleton | WI | 05/2016 | 08/2017 |
| Morgan Stanley | Temple Terrace | FL | 11/2021 | 04/2022 |
| Thrivent Financial | Berlin | CT | 03/2021 | 09/2021 |
| Rbc Wealth Management | Farmington | CT | 08/2017 | 03/2021 |
| Unemployed | Plainville | CT | 09/2021 | 11/2021 |
| Filomena Gomes | Orlando | FL | 05/2022 | Present |
| Justin Bassell | Orlando | FL | 05/2022 | Present |
| Northwestern Mutual Investment Services Llc | Orlando | FL | 05/2022 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2022 | Present |
| Nicole Stokes | Tampa | FL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-08 |
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