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75 State Street Mail Code: Ma-Sst-Inv3, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-06 |
Branch Locations
625 Ridge Pike, Bldg E, Suite 207, Conshohocken, PA 19428 • United States
69 Madison Avenue, Lakewood, NJ 08701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2023 | 08/2024 |
| Northwestern Mutual Investment Services Llc | Wall Township | NJ | 03/2023 | 08/2024 |
| Online Sales | Lanoka Harbor | NJ | 01/2018 | 01/2019 |
| Lacey Township Ems | Forked River | NJ | 01/2021 | 06/2023 |
| Unemployed | Lanoka Harbor | NJ | 03/2013 | 12/2018 |
| Ocean County Ems Academy | Waretown | NJ | 08/2020 | 12/2020 |
| Unemployed | Lanoka Harbor | NJ | 01/2019 | 07/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2023 | 08/2024 |
| Attention To Detail Janitorial Services, Llc | Brick | NJ | 01/2024 | 09/2024 |
| Santander Bank, Na | Boston | MA | 09/2024 | Present |
| Santander Securities, Llc | Boston | MA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-10 |
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