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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eagle Strategies Llc | Waltham | MA | 03/2021 | 04/2021 |
| Milford Public Schools | Milford | MA | 04/2021 | 06/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 02/2026 |
| Shannon Ouellette | Westminster | MA | 03/2026 | Present |
| Northwestern Mutual Investment Services Llc | Westminster | MA | 03/2026 | Present |
| Ccr Wealth Management | Westborough | MA | 09/2021 | 02/2026 |
| New York Life Insurance Company | Waltham | MA | 09/2020 | 09/2021 |
| Waters Corporation | Milford | MA | 05/2018 | 09/2020 |
| New England Family Dentistry | Marlborough | MA | 06/2017 | 05/2018 |
| Student | Amherst | MA | 08/2013 | 06/2017 |
| Shannon Ouellette | Westminster | MA | 02/2026 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-24 |
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