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61 Maple Avenue, Canton, CT 06019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2017 | 01/2025 |
| Northwestern Mutual Investment Services Llc | Springfield | MA | 03/2018 | 01/2025 |
| Prospect 33 | New York | NY | 09/2016 | 10/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2018 | 01/2025 |
| Fiscal Wisdom Wealth Management | Canton | CT | 06/2025 | Present |
| Unemployed | Enfield | CT | 01/2025 | 05/2025 |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES AND BROKERAGE AGENCIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS, NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-03 |
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