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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-12-16 |
Branch Locations
6600 Brooktree Court Suite 2600, Wexford, PA 15090 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2015 | 12/2019 |
| Northwestern Mutual Investment Services Llc | Pittsburgh | PA | 10/2015 | 12/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 12/2019 |
| Commonwealth Financial Network | Waltham | MA | 12/2019 | Present |
| Miller Mccurry | Pittsburgh | PA | 12/2019 | 11/2024 |
| Jlt Financial | Pittsburgh | PA | 11/2024 | 05/2025 |
| Pinnacle Financial Strategies, Llc | Wexford | PA | 05/2025 | Present |
1. Fixed insurance sales, As of 01/03/20; 5-10% time spent during regular business hours; Conducted at branch; Investment related. 2. Owner, JLT Financial, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 11/15/2024; 5% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-05 |
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