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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-24 |
| IL | RA | APPROVED | 2025-02-21 |
Branch Locations
525 Junction Road Suite 8100, North Tower, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ikonic Digital Marketing | Hilton Head Island | SC | 06/2020 | 08/2021 |
| Moody Radio | Chicago | IL | 08/2022 | 06/2023 |
| Student | Chicago | IL | 01/2021 | 12/2023 |
| Unemployed | Rochester | NY | 01/2012 | 06/2020 |
| Northwestern Mutual Life Insurance Company | Chicago | GA | 10/2023 | 01/2025 |
| Northwestern Mutual Investment Services Llc | Chicago | IL | 02/2024 | 01/2025 |
| Foxtrot | Chicago | IL | 06/2023 | 01/2024 |
| Northwestern Mutual Wealth Management Company | Chicago | IL | 06/2024 | 01/2025 |
| Massmutual Life Insurance Company | Madison | WI | 12/2024 | Present |
| Mml Investors Services, Llc | Madison | WI | 01/2025 | Present |
| Dominos Pizza | Bluffton | SC | 01/2020 | 08/2020 |
| Dunkin Donuts | Bluffton | SC | 02/2019 | 08/2023 |
(1) NAME: CHARLES COLLETTA INV REL: Y ADD: 525 JUNCTION RD SUITE 8100 NORTH TOWER MADISON WI 53717 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 08/20/2025 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: SALES AND SERVICES INDIVIDUAL LIFE, DI, & LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-25 |
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