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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
501 Fellowship Rd Ste 303, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning | Fort Washington | PA | 03/2018 | 07/2021 |
| Merrill Lynch | Hopewell | NJ | 06/2006 | 02/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2021 | Present |
| Northwestern Mutual Investment Services Llc | Mount Laurel | NJ | 09/2021 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2022 | Present |
1) MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS 2) MEMBER, TEMPLE JUDEA, 38 ROGERS RD, FURLONG, , PENNSYLVANIA, 18925, UNITED STATES OF AMERICA, FIDUCIARY CAPACITY, START DATE: 10/15/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, VOTING MEMBER, REVIEW BUDGET; NOT INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-23 |
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