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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-02-04 |
Branch Locations
2591 Wexford Bayne Rd Ste 402, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Traditions Of America | Berwyn | PA | 08/2020 | 01/2021 |
| Unemployed | Wexford | PA | 06/2015 | 08/2020 |
| Daniel Jenkins | Pittsburgh | PA | 01/2022 | Present |
| Geoffrey Kasse | Pittsburgh | PA | 01/2022 | Present |
| Northwestern Mutual Investment Services Llc | Pittsburgh | PA | 01/2022 | Present |
| Dan Jenkins | Pittsburgh | PA | 11/2021 | 01/2022 |
| Geoffrey Kasse | Pittsburgh | PA | 11/2021 | 01/2022 |
| Unemployed | Wexford | PA | 01/2021 | 11/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-11 |
| S65 | Uniform Investment Adviser Law Examination | 2013-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-07 |
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