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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-07-16 |
Branch Locations
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
Lake Mills, IA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Middleton | WI | 04/2015 | 03/2017 |
| Forthright Capital Partners | Las Vegas | NV | 10/2023 | 11/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Lake Mills | IA | 11/2023 | Present |
| Steven Kosnick | Middleton | WI | 06/2015 | 10/2016 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2016 | 03/2017 |
| Securities America, Inc. | Fitchburg | WI | 12/2017 | 05/2020 |
| Securities America | Fitchburg | WI | 12/2017 | 05/2020 |
| Joshua Kosnick | Middleton | WI | 03/2017 | 05/2020 |
| Northwestern Mutual Investment Services, Llc | Middleton | WI | 06/2015 | 03/2017 |
| Motiv8 Investments Llc | Fitchburg | WI | 05/2020 | 10/2023 |
| Forthright Capital Advisory | Las Vegas | NV | 10/2023 | 11/2023 |
| Tiaa | Lake Mills | IA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-13 |
| S65 | Uniform Investment Adviser Law Examination | 1999-04-02 |
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