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4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-18 |
| FL | RA | APPROVED | 2021-03-05 |
Branch Locations
4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • United States
311 Park Place Blvd N Suite 230, Clearwater, FL 33759 • 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 Insurance Co | Milwaukee | WI | 09/1999 | 03/2021 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 09/1999 | 03/2021 |
| Unique Wealth, Llc | Tampa | FL | 03/2021 | Present |
| Together We Are Unique, Llc | Tampa | FL | 06/2020 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. MEMBERSHIP CHAIRMAN & INVESTMENT COMMITTEE, COPPERHEAD CHARITIES, 36750 US HWY 19 N, PALM HARBOR, , FLORIDA, 34683, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 10/1/2017, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, SERVE ON THE INVESTMENT COMMITTEE 3.10% OWNERSHIP, TOGETHER WE ARE UNIQUE, LLC, TAMPA, FL; LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 06/2020, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 41-79, PARTNER, PRODUCER. investment Related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-06-28 |
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