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Durham, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-01 |
| CA | RA | APPROVED | 2023-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2017 | 01/2020 |
| Northwestern Mutual Investment Services Llc | San Diego | CA | 09/2017 | 01/2020 |
| Glanbia Nutritionals | Carlsbad | CA | 10/2016 | 10/2017 |
| Doxa Dental Inc | Newport Beach | CA | 08/2011 | 10/2016 |
| Unemployed | San Diego | CA | 08/2017 | 11/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2019 | 01/2020 |
| Massmutual Life Insurance Company | La Jolla | CA | 01/2020 | 09/2023 |
| Mml Investors Services | La Jolla | CA | 04/2020 | 09/2023 |
| Tara Wealth Llc | San Diego | CA | 09/2023 | Present |
| Amber Schiffert | San Diego | CA | 09/2023 | Present |
(1)NAME:AMBER SCHIFFERT / INV REL:Y / ADDR:1050 KETTNER BLVD, SUITE D, SAN DIEGO, CA 92101 / NATURE:LIFE INSURANCE / POSITION:AGENT / TITLE: INSURANCE AGENT / START: 10/18/2017 / NO HR/MO:20 / NO HR/MO DUR TRADING:1 / DUTIES: INSURANCE SALES (2) NAME: BEFIT MODERN PILATES / INV REL: N / ADDR: 100 PARK PLZ SUITE 165 SAN DIEGO CA 92101 / NATURE: GROUP FITNESS INSTRUCTOR / POSITION: GROUP FITNESS INSTRUCTOR / START DATE: 8/1/2023 / NO HRS/MO: 16 / NO HRS/MO DUR TRADING: 16 / DUTIES: TEACH GROUP FITNESS CLASS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-28 |
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