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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-13 |
Branch Locations
1818 Market St Ste 3400, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sabrina's Cafe | Philadelphia | PA | 01/2023 | 04/2023 |
| Doordash | San Francisco | CA | 01/2024 | Present |
| Harry Mentonis | Philadelphia | PA | 04/2024 | Present |
| Gary Bradford | Philadelphia | PA | 04/2024 | Present |
| James Hogan | Philadelphia | PA | 04/2024 | Present |
| David Hilton | Philadelphia | PA | 04/2024 | Present |
| Northwestern Mutual Investment Services Llc | Philadelphia | PA | 04/2024 | Present |
| Equitable Advisors | Bala Cynwyd | PA | 05/2023 | 03/2024 |
| Student | Philadelphia | PA | 08/2019 | 03/2024 |
| Cadence Financial | Marlton | NJ | 06/2022 | 03/2024 |
| Wsfs Bank | Philadelphia | PA | 06/2021 | 01/2022 |
| Student | Downingtown | PA | 08/2015 | 06/2019 |
| Unemployed | Downingtown | PA | 06/2019 | 08/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2024 | Present |
1. Doordash, Not Investment-related, 303 2nd Street, San Francisco, CA, USA, 00000, 0000, Delivery Driver, Start Date: 01/01/2024, 15 hrs per week, 0 trading hrs per week, Delivery Driver, Duties: Deliver Food Orders.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-22 |
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