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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-03 |
| IN | RA | APPROVED | 2023-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tecumseh Junior High School | Lafayette | IN | 10/2012 | 12/2021 |
| Lafayette Jefferson High School | Lafayette | IN | 11/2015 | 11/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2021 | 04/2023 |
| Northwestern Mutual Investment Services Llc | Crown Point | IN | 10/2021 | 04/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2022 | 04/2023 |
| J.P. Morgan Securities Llc | Lafayette | IN | 04/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Lafayette | IN | 04/2023 | Present |
| Campmann Properties Llc | Lafayette | IN | 09/2023 | Present |
| Plc Holdings Llc | Lafayette | IN | 08/2025 | Present |
| Summitt Realty Llc | Lafayette | IN | 02/2026 | 03/2026 |
Entity Name: PLC Holdings LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/29/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is an LLC for my wife and myself to purchase rental properties. She is a real estate professional so I will have little involvement other than capital investment. Entity Name: Campmann Properties LLC Investment related: No Address: N/A Lafayette, Indiana 47905 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a rental property business I am creating with my wife and in-laws. I will not be running any of the day to day operations. My involvement will be solely from an investment standpoint.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-07 |
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