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1600 Aspen Commons Suite 825, Middleton, WI 53562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-23 |
| WI | RA | APPROVED | 2025-12-23 |
Branch Locations
1600 Aspen Commons Suite 825, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epic Systems | Verona | WI | 03/2010 | 07/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2014 | 07/2024 |
| Northwestern Mutual Investment Services Llc | Middleton | WI | 12/2014 | 07/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2016 | 07/2024 |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | 12/2025 |
| Sentinel Advisory Group, Llc | Middleton | WI | 07/2024 | Present |
1.Fixed insurance sales; Located in Middleton, WI 53562, as of 05/06/2024; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-02-09 |
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