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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-03 |
Branch Locations
1511 N West Shore Blvd Suite 800, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riverwalk Wealth Advisors | Tampa | FL | 04/2023 | Present |
| Jy Business Dynamics Llc | Bonsall | CA | 01/2020 | Present |
| Marine Corps Community Services Okinawa | Quantico | VA | 05/2021 | 11/2022 |
| Navy Marine Corps Relief Society | Arlington | VA | 08/2020 | 07/2021 |
| Upaya Jaya Inv Dba E Joe Bike | San Marcos | CA | 05/2017 | 03/2020 |
| Student At Palomar Community College | San Marcos | CA | 01/2017 | 05/2017 |
| Unemployed | Oceanside | CA | 03/2016 | 12/2016 |
| Northwestern Mutual Investment Services Llc | Tampa | FL | 07/2023 | Present |
| Matthew Lytell | Tampa | FL | 07/2023 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2024 | Present |
1. JY Business Dynamics LLC, Not Investment-related, 5256 S Mission Rd, Ste 703 5015, Bonsall, CA, USA, 92003, 50% Owner, Start Date: 01/01/2020, 3 hrs per week, 0 trading hrs per week, Business Ownership or Self Employed, Duties: Graphic design photo and videography marketing website support and administrative duties. 2. 711 W Elder Street, Not Investment-related, 711 W Elder Street, Fallbrook, CA, USA, 92028, 50% Owner, Start Date: 02/01/2020, 2 hrs per week, 0 trading hrs per week, Real Estate, Duties: Own a residential rental property appoint a property manager address maintenance issues.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-28 |
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