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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-01 |
| FL | RA | APPROVED | 2024-12-09 |
Branch Locations
8625 Tam 8625 Tamiami Trail N. 4Th Floor, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Notre Dame | Notre Dame | IN | 08/2018 | 05/2022 |
| Student | Naples | FL | 08/2002 | 05/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2022 | 09/2024 |
| Northwestern Mutual Investment Services Llc | Tampa | FL | 07/2022 | 09/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2023 | 09/2024 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 09/2024 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS 2. AI SECRETARY LLC; NOT INV. RELATED; NAPLES, FL; 100% OWNERSHIP; DEVELOPMENT TO TAKE NOTES IN REAL TIME ON AUDIO/VIDEO CALLS AND GENERATE NOTES; START DATE 11/17/2023; 30 HOURS PER MONTH; 0 HOURS DURING TRADING: DUTIES MAKING SURE THE COMPANY HITS DEVELOPMENT TIMELINES. LITTLE ANGELS WORLDWIDE (LAW) ; NOT INV RELATED;NAPLES,FL; FINANCE ORPHANAGES; BOARD MEMBER; START DATE: 01/15/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-10 |
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