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Allen Davidson

Northwestern Mutual Investment Services, LLC

Lake Forest, IL

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Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-02-14
  • IL RA
    APPROVED
    Since 2025-02-14

Branch Locations

272 E Deerpath Rd Ste 204, Lake Forest, IL 60045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Old Elm Club Highland Park IL 06/2015 06/2024
Chiefs Pub Lake Forest IL 05/2020 08/2020
Jaguar Gene Therapy Lake Forest IL 05/2022 08/2022
Student Lake Forest IL 06/2014 Present
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2023 10/2023
Compass Financial Partners Lake Forest IL 06/2023 08/2023
Timothy Hender Lake Forest IL 07/2024 Present
Joseph Guin Lake Forest IL 07/2024 Present
Northwestern Mutual Investment Services Llc Lake Forest IL 07/2024 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 04/2025 Present
  • 06/2015 → 06/2024
    Old Elm Club
    Highland Park, IL
  • 05/2020 → 08/2020
    Chiefs Pub
    Lake Forest, IL
  • 05/2022 → 08/2022
    Jaguar Gene Therapy
    Lake Forest, IL
  • 06/2014 → Present
    Student
    Lake Forest, IL
  • 06/2023 → 10/2023
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2023 → 08/2023
    Compass Financial Partners
    Lake Forest, IL
  • 07/2024 → Present
    Timothy Hender
    Lake Forest, IL
  • 07/2024 → Present
    Joseph Guin
    Lake Forest, IL
  • 07/2024 → Present
    Northwestern Mutual Investment Services Llc
    Lake Forest, IL
  • 04/2025 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Other Businesses

OWNER, WHITE PEBBLE CAPITAL LLC, 174 PARK AVENUE, LAKE FOREST, , ILLINOIS, 60045, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 11/1/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, INVESTMENT RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-12
  • S66 Uniform Combined State Law Examination
    2025-02-12
Other Names
  • Allen Davidson
  • Allen Davidson
  • Aj Davidson

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
BUSS CAPITAL MANAGEMENT, LLC
ISTO ADVISORS, LLC
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
ROUNDTABLE HEALTHCARE MANAGEMENT, INC
OBAR WEALTH MANAGEMENT LLC
EDWARD JONES
TREE CITY INVESTMENTS, INC.

Other Investors

Allison Marie Ockwood
Kevin G. Rieger
Tommy Pirvu
Nicole Teresa Simmons
DUSTIN L WHITE
Michael John Brady
Samantha Pelligrino McGuire
CAROL H. BUSS

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE FOREST, IL
BUSS CAPITAL MANAGEMENT, LLC · LAKE FOREST, IL
ISTO ADVISORS, LLC · Lake Forest, IL
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC · Lake Forest, IL
ROUNDTABLE HEALTHCARE MANAGEMENT, INC · LAKE FOREST, IL
OBAR WEALTH MANAGEMENT LLC · LAKE FOREST, IL
EDWARD JONES · LAKE FOREST, IL
TREE CITY INVESTMENTS, INC. · LAKE FOREST, IL

More in Lake Forest, IL

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