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90 Park Avenue Suite 1800, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-18 |
Branch Locations
90 Park Avenue Suite 1800, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2016 | 04/2018 |
| Northwestern Mutual Investment Services Llc | New York | NY | 06/2016 | 04/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2017 | 04/2018 |
| Mass Mutual Life Insurance Company | New York | NY | 05/2018 | 01/2022 |
| Mml Investors Services, Llc | New York | NY | 06/2018 | 01/2022 |
| Modus Park Advisors | New York | NY | 04/2018 | 01/2022 |
| Magnus Financial Group | New York | NY | 01/2022 | Present |
Name: James Scott Kephart Inv rel: Y Add: 90 Park Avenue, 18th Floor New York, NY 10016 United States Nature: Individual Life, Health, Group Life, and Group Health Insurance Position: Sales/Agent Start date: 5/8/2018 No. HR/MO: 10 No. HR/MO during sec trading: 10 Describe duties: individual and group life & health
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-16 |
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