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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual | Camp Hill | PA | 04/2015 | 02/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2017 | 06/2021 |
| Northwestern Mutual Investment Services Llc | Mechanicsburg | PA | 02/2017 | 06/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2017 | 06/2021 |
| Ameriprise Financial Services, Llc | Camp Hill | PA | 05/2023 | 12/2025 |
| Unemployed | Mechanicsburg | PA | 06/2021 | 04/2023 |
| Santander Bank, Na | Boston | MA | 01/2026 | Present |
| Santander Securities, Llc | Boston | MA | 01/2026 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 07/2026 | Present |
| Cetera Investment Advisers Llc | Harrisburg | PA | 07/2026 | Present |
| First National Bank Of Pa | Harrisburg | PA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-24 |
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