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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-09 |
Branch Locations
3300 Pga Blvd, Ste 820, Palm Beach Gardens, FL 33410 • United States
Palm Beach Gardens, FL • United States
1398 Sw 160Th Av Ste 503, Weston, FL 33326 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Northwestern Mutual Life Insurance C | Milwaukee | WI | 02/1990 | 07/2019 |
| Northwestern Mutual Investment Services, Llc | Ft. Lauderdale | FL | 04/1990 | 07/2019 |
| Newbridge Securities Corporation | Palm Beach Gardens | FL | 10/2019 | 02/2020 |
| Brokers Financial | Palm Beach Gardens | FL | 02/2020 | Present |
Wealth Planning Consultants; Investment related; 13300 Marsh Landing, Palm Beach Gardens, FL 33418; DBA for life insurance and financial planning; President; Started 1/1/1998; 160 hours per month, 160 during trading hours; Sales and service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-30 |
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