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One Freedom Valley Drive, Oaks, PA 19456 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-03-13 |
| PA | RA | APPROVED | 2026-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Coeur Dalene | ID | 10/2024 | 03/2025 |
| Unemployed | Renton | WA | 08/2024 | 10/2024 |
| Frontier Asset Management | Sheridan | WY | 05/2020 | 08/2024 |
| Russell Investments | Seattle | WA | 05/2014 | 05/2020 |
| Joey Meehan | Coeur Dalene | ID | 04/2025 | 04/2025 |
| Thomas Meehan | Coeur D Alene | ID | 04/2025 | 12/2025 |
| Northwestern Mutual Investment Services Llc | Coeur D Alene | ID | 04/2025 | 12/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2025 | 12/2025 |
| Sei Investments | Oaks | PA | 03/2026 | Present |
1. ERIC TOLLEFSON, SIDETALKER, 1026 N 2ND ST, CDA, , IDAHO, 83814, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 4/1/2009, HOURS PER MONTH: 21-40, HOURS DURING SECURITIES TRADING HOURS: 0-5, SONGWRITING, MUSIC PRODUCTION, PERFORMING. NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-04 |
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