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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-29 |
Branch Locations
1511 N West Shore Blvd Suite 800, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trueplan | Rensselaer | NY | 08/2025 | 03/2026 |
| Keybank | Guilderland | NY | 07/2024 | 08/2025 |
| Merrill Lynch | Albany | NY | 02/2022 | 07/2024 |
| Unemployed | Albany | NY | 03/2026 | 06/2026 |
| The Federal Savings Bank | Clifton Park | NY | 03/2021 | 02/2022 |
| Unemployed | Albany | NY | 11/2020 | 02/2021 |
| Ayco Goldman Sachs | Cohoes | NY | 01/2020 | 11/2020 |
| New York Life Insurance Co | Latham | NY | 05/2019 | 12/2019 |
| Eastside Family Ymca | Penfield | NY | 07/2016 | 02/2019 |
| University At Albany | Albany | NY | 08/2016 | 12/2019 |
| Matthew B Lytell | Tampa | FL | 05/2026 | 07/2026 |
| Nylife Insurance Securitites Llc | Latham | NY | 05/2019 | 12/2019 |
| Postmates | San Francisco | CA | 07/2019 | 12/2019 |
| Doordash | San Francisco | CA | 07/2019 | 12/2019 |
| Key Investment Services Llc | Brooklyn | OH | 07/2024 | 08/2025 |
| Healthcare Community Securities Corp | Rensselaer | NY | 08/2025 | 03/2026 |
| Bank Of America | Albant | NY | 02/2022 | 07/2024 |
| Matthew B Lytell | Tampa | FL | 07/2026 | Present |
| Northwestern Mutual Investment Services Llc | Tampa | FL | 07/2026 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2026 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-27 |
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