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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-07 |
Branch Locations
1901 Butterfield Road Ste 300, Downers Grove, IL 60515 • United States
5420 Lyndon B Johnson 2 Lincoln Centre # 1300, Dallas, TX 75240 • United States
55 Shuman Blvd Ste 600, Naperville, IL 60563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paychex Securities Corporation | Naperville | IL | 06/2015 | 08/2019 |
| Paychex, Inc. | Naperville | IL | 05/2015 | 08/2019 |
| Transamerica Investors Securities Corporation | Glenview | IL | 09/2019 | 01/2021 |
| Transamerica Life Insurance Company | Glenview | IL | 08/2019 | 01/2021 |
| David Test | Dallas | TX | 01/2021 | 07/2021 |
| Northwestern Mutual Investment Services Llc | Dallas | TX | 03/2021 | 02/2026 |
| Loren Hsiao | Dallas | TX | 07/2021 | Present |
| Northwestern Mutual Investment Services Llc | Downers Grove | IL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-17 |
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