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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-05 |
| GA | RA | APPROVED | 2023-06-27 |
Branch Locations
6 Concourse Pkwy Suite 2700, Atlanta, GA 30328 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Ins. Co. | Atlanta | WI | 07/1986 | 03/2020 |
| Northwestern Mutual Investment Services, Llc | Atlanta | GA | 02/1989 | 03/2020 |
| Northwestern Mutual Wealth Management Company | Atlanta | WI | 04/2008 | 03/2020 |
| Business Planning Associates | Roswell | GA | 03/2020 | 03/2022 |
| Northwestern Mutual Life Insurance Company | Atlanta | WI | 03/2022 | 05/2023 |
| Northwestern Mutual Investment Services Llc | Atlanta | GA | 03/2022 | 05/2023 |
| Northwestern Mutual Wealth Management Company | Atlanta | WI | 08/2022 | 05/2023 |
| Mml Investors Services, Llc | Atlanta | GA | 06/2023 | Present |
| Massmutual Life Insurance Co | Atlanta | GA | 06/2023 | Present |
(1) Name: The Piedmont Group, Inv Rel: Y, Addr: 6 Concourse Pkwy, Suite 2700, Atlanta, GA 30328 Nature: Outside Insurance Sales, Position: Insurance Broker, Start Date: 07/01/2024, No Hrs/Mo: 5, No Hrs/Mo Dur Trading: 5, Duties: Life, Disability, Long-term care. (2) Name: Sandestin Rental Management, Inv Rel: Y, Addr: At Residential Address, Nature: Simple Rental Property, Position: Property Owner, Start Date: 03/01/2026, No Hrs/Mo: 0, No Hrs/Mo Dur Trading: 0.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-11-05 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
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