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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-13 |
Branch Locations
170 N Radnor Chester Rd Ste 110, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Susquehanna University | Selinsgrove | PA | 12/2013 | 12/2017 |
| 2468 Appreciate Llc | Ashland | OR | 12/2017 | 12/2023 |
| Richard Brown | Radnor | PA | 01/2024 | 06/2024 |
| Nicholas Kemp | Radnor | PA | 01/2024 | 06/2024 |
| Northwestern Mutual Investment Services Llc | Radnor | PA | 02/2024 | Present |
| Sothern Oregon Soccer Officials Association | Ashland | OR | 05/2024 | Present |
| Marktlab | Ashland | OR | 05/2024 | 01/2026 |
| 1989 Enterprises, Llc | Radnor | PA | 06/2024 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2025 | Present |
| Wize | Randor | PA | 05/2026 | Present |
1. SOCCER REFEREE, SOUTHERN OREGON SOCCER OFFICIALS ASSOCIATION, 1012 BELLVIEW AVE, ASHLAND, , OREGON, 97520, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 05/09/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, I REFEREE YOUTH SOCCER GAMES IN SOUTHERN OREGON 2. BOARD MEMEBER, SAMARITAN CENTER, 215 N. STATE STREET, SYRACUSE, , NEW YORK, 13203, UNITED STATES OF AMERICA, FIDUCIARY CAPACITY, START DATE: 05/24/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, BOARD MEMBER- SERVING ON FINANCE COMMITTEE. non investment related. 3. COMMISSIONER, SOUTHERN OREGON SPORTS COMMISSION, 101 E 8TH STREET, MEDFORD, , OREGON, 97501, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 05/30/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, I WAS ELECTED VP IN APRIL 2025. I LEAD THE GOVERNANCE AND NOMINATING COMMITTEE AND SERVE ON THE EXECUTIVE COMMITTEE. NON-INVESTMENT RELATED. 4. SENIOR ADVISOR, WIZE, GENERAL EMPLOYMENT, START DATE: 05/05/2026, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, WHEN I HAVE OCCASION TO INTRODUCE PEOPLE TO WIZE WHO ARE NOT NM CLIENTS BUT WHO ARE WITH FUNDRAISING ORGANIZATIONS, I WOULD RECEIVE COMPENSATION IF THEIR ORGANIZATION WERE TO SIGN A CONTRACT WITH THE FIRM. VALUE WOULD BE 20% OF CONTRACT AND MOST CONTRACTS ARE <$25K. NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-17 |
| S65 | Uniform Investment Adviser Law Examination | 2023-09-30 |
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