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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-10 |
Branch Locations
Sacramento, CA • United States
6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Letap Group Subway Da | Roseville | CA | 05/2016 | 04/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2018 | 04/2019 |
| Northwestern Mutual Investment Services Llc | Sacramento | CA | 05/2018 | 04/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2018 | 04/2019 |
| Treloar & Heisel, Llc | New Castle | PA | 06/2019 | Present |
| Wcg Wealth Advisors, Llc | New Castle | PA | 03/2021 | 06/2024 |
| Unemployed | Sacramento | CA | 05/2019 | 06/2019 |
| Legends Hospitality | Sacramento | CA | 06/2015 | 05/2019 |
| Mai Capital Management, Llc | Cleveland | OH | 06/2024 | Present |
1. Treloar & Heisel, LLC - Fixed Insurance sales/sale of non-variable insurance: Accident and Health Insurance for various carriers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-12 |
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