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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2011-12-05 |
Branch Locations
500 W 5Th St Ste 604, Winston Salem, NC 27101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurnace Company | Milwaukee | WI | 09/1997 | Present |
| Northwestern Mutual Investment Services, Llc | Charlotte | NC | 10/1998 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 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. 50% OWNER, INVESTMENT REAL ESTATE, 2625-D GREENBRIER ROAD, WINSTON-SALEM, NC 27104, STARTED 10/1/2014, 0-5 HRS PER MONTH. 3. 50% OWNER, LLC TO HOLD REAL ESTATE, 0-5 HRS PER MONTH, 10/1/2014, INVESTMENT RELATED. 4. PRESIDENT, 329 PARTNERS LLC, 801 ROSLYN ROAD, WINSTON-SALEM, , NORTH CAROLINA, 27104, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 11/14/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, PRESIDENT OF 329 PARTNERS LLC. THE "FAMILY FARM" CONSISTING OF ABOUT 1000 ACRES OF TIMBERED LAND; NOT INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-02-24 |
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