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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-02 |
| TX | RA | APPROVED | 2025-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chick Fil A | Waco | TX | 06/2016 | 08/2017 |
| Baylor University | Waco | TX | 08/2014 | 05/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2017 | 05/2018 |
| Northwestern Mutual Investment Services Llc | Palm Bch Gdns | FL | 06/2018 | 04/2025 |
| Robert Daniel Carlen | Palm Bch Gdns | FL | 01/2020 | 02/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2018 | 01/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2023 | 01/2025 |
| Joseph Agnello | Palm Bch Gdns | FL | 02/2025 | 04/2025 |
| Franklin Academy | Palm Beach Gardens | FL | 06/2020 | 10/2021 |
| Northwestern Mutual Life Insurance Company | Palm Beach Gardens | FL | 02/2022 | 01/2025 |
| Jpmorgan Chase Bank, N.A. | Palm Beach | FL | 04/2025 | Present |
| J.P. Morgan Securities Llc | Palm Beach | FL | 04/2025 | Present |
| Camilo Hortet | Palm Beach Gardens | FL | 06/2022 | 12/2022 |
| Jupiter Christian School | Jupiter | FL | 10/2021 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-13 |
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