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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Scotia | NY | 12/2023 | 09/2025 |
| Bank Of America | Scotia | NY | 11/2022 | 12/2023 |
| Merrill Lynch | Syracuse | NY | 04/2022 | 11/2022 |
| State University At Oneonta | Oneonta | NY | 08/2018 | 05/2022 |
| Saratoga Springs High School | Saratoga Springs | NY | 05/2014 | 08/2018 |
| Jeremiah J Mackey | Albany | NY | 09/2025 | Present |
| Michael P Mennella | Albany | NY | 09/2025 | Present |
| William Joseph Newman | Albany | NY | 09/2025 | Present |
| Northwestern Mutual Investment Services Llc | Albany | NY | 10/2025 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-29 |
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