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1 N Dale Mabry Hwy. Ste #1000, Tampa, FL 33609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-10-14 |
| TX | RA | APPROVED | 2020-10-08 |
Branch Locations
1 N Dale Mabry Hwy. Ste #1000, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2013 | 10/2020 |
| Northwestern Mutual Investment Services, Llc | Tampa | FL | 07/2013 | 10/2020 |
| University Consultants Of America | Tampa | FL | 04/2015 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2016 | 10/2020 |
| Instrumental Wealth, Llc | Tampa | FL | 10/2020 | Present |
REFERRING PROSPECTIVE CANDIDATES TO BUSINESS, UNIVERSITY CONSULTANTS OF AMERICA, 14107 HOLLINGFARE PLACE, TAMPA, FL, BUSINESS HELPS PROSPECTIVE STUDENTS FILL OUT COLLEGE ADMISSIONS APPLICATIONS, COACHING ON EFFECTIVE ESSAY WRITING, SELECTING APPROPRIATE SCHOOLS, PRACTICE INTERVIEWS. NOTHING FINANCIAL RELATED. 2 HOURS PER MONTH. NON INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-07-20 |
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