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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-10 |
Branch Locations
1000 Continental Drive Suite 695, Kng Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Customers Bank | Wyomissing | PA | 06/2015 | 01/2017 |
| Mooney Insurance Brokers | Wayne | PA | 06/2017 | 07/2017 |
| Unemployed | Orwigsburg | PA | 01/2017 | 06/2017 |
| Unemployed | Orwigsburg | PA | 02/2023 | 10/2023 |
| Cetera Advisor Networks | Blue Bell | PA | 04/2022 | 02/2023 |
| Mark Ziegler State Farm | Philadelphia | PA | 01/2019 | 04/2022 |
| Leslie Intrieri Allstate | Montgomeryville | PA | 07/2017 | 01/2019 |
| Northwestern Mutual Investment Services Llc | Kng Of Prussia | PA | 11/2023 | Present |
| Jason Lewis | Kng Of Prussia | PA | 10/2023 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-16 |
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