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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-04-06 |
Branch Locations
1349 W Lane Ave Ste 1200, Upper Arlington, OH 43221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2017 | 09/2018 |
| Nationwide | Columbus | OH | 10/2018 | 01/2022 |
| Northwestern Mutual | Columbus | OH | 09/2017 | 10/2018 |
| Nationwide | Columbus | OH | 06/2014 | 09/2017 |
| Jonathan Cross | Columbus | OH | 02/2022 | Present |
| Northwestern Mutual Investment Services Llc | Columbus | OH | 02/2022 | Present |
| Gavin M Wildermuth | Upper Arlingtn | OH | 08/2024 | Present |
1. 100% OWNER, CAPITAL HOME-SHARING LLC, 3222 BROOKVIEW WAY, COLUMBUS, , OHIO, 43221, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 1/20/2020, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, RENT AND/OR ACQUIRE PROPERTY, FURNISH, AND LIST AS A SHORT TERM RENTAL
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-05-13 |
| S65 | Uniform Investment Adviser Law Examination | 2016-04-19 |
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