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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-21 |
Branch Locations
3805 Edwards Road Suite 200, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 06/2019 | 09/2023 |
| Everest Financial | Ft Mitchell | KY | 09/2023 | 07/2024 |
| Pandora | Crestview Hills | KY | 01/2014 | 06/2019 |
| Unemployed | Ludlow | KY | 07/2024 | 09/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2024 | 11/2025 |
| Northwestern Mutual Investment Services Llc | Cincinnati | OH | 10/2024 | Present |
| Scott High School | Taylor Mill | KY | 02/2025 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2025 | 11/2025 |
| Shawn Kelley | Cincinnati | OH | 12/2025 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2025 | Present |
1. JUNIOR VARSITY CHEERLEADING COACH, SCOTT HIGH SCHOOL, 5400 PRIDE PARKWAY, TAYLOR MILL, , KENTUCKY, 41015, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 2/20/2025, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, COACH THE HIGH SCHOOL JUNIOR VARSITY CHEERLEADING TEAM. NON INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-06 |
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