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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-01 |
Branch Locations
3623 N. Elm Street Suite 102, Greensboro, NC 27455 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Greensboro | NC | 10/2003 | 09/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2015 | 09/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 09/2018 |
| Raymond James & Associates, Inc. | Greensboro | NC | 10/2018 | 09/2021 |
| Northwestern Mutual | Greensboro | NC | 05/2003 | 10/2018 |
| Facet Wealth | Baltimore | MD | 10/2021 | 11/2023 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-04 |
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