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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greg Lavin | Fond Du Lac | WI | 09/2016 | 06/2025 |
| Northwestern Mutual Investment Services Llc | Fond Du Lac | WI | 09/2016 | 08/2018 |
| Woodbury Financial Services Inc | Fond Du Lac | WI | 01/2013 | 08/2016 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2017 | 08/2018 |
| Securities America, Inc. | Fond Du Lac | WI | 08/2018 | 06/2024 |
| Securities America Advisors | Fond Du Lac | WI | 08/2018 | 06/2024 |
| Osaic Wealth, Inc. | Fond Du Lac | WI | 06/2024 | 06/2025 |
| Osaic Wealth, Inc. | Fond Du Lac | WI | 06/2024 | 06/2025 |
| Commonwealth Financial Network | Waltham | MA | 06/2025 | Present |
| Riverstone Wealth Partners | Sheboygan | WI | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-24 |
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