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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-21 |
Branch Locations
330 E Kilbourn Ave Ste 950, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 01/2008 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2008 | 08/2021 |
| Jerry J David | Milwaukee | WI | 05/2009 | 08/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2021 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2021 | Present |
(1) 25% OWNER, JMD2, LLC, LEGAL ENTITY, START DATE: 06/17/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, ASSIST WITH REAL ESTATE OWNERSHIP DITUES (2) 50% OWNER, TMT HOLDINGS, LLC, LEGAL ENTITY, START DATE: 9/27/2021, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, NON-INVESTMENT RELATED. (3) OWNER, BIG MOTIVATING WERKSHOP, LLC, 9033 PROSPERITY WAY, FORT MYERS, FLORIDA, 33913, UNITED STATES OF AMERICA, LEGAL ENTITY WMC COMPENSATION AND EA EMPLOYMENT, START DATE: 9/30/2021, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. (4)100% OWNER, M&J HOLDINGS 21, LLC, LEGAL ENTITY, START DATE: 9/30/2021, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, OWNER (5) <1% OWNER, MASTERWORKS, 497 BROOME ST, NEW YORK, , NEW YORK, 10013, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 3/5/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, PURELY A PASSIVE INVESTMENT (6) THREE GEAR HOLDINGS LLC, INVESTMENT PROPERTY, START DATE: 10/1/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, 30% OWNER IN LLC; INVESTMENT-RELATED. (7) BROTHERS UNITED PROPERTY LLC (THREE GEAR PROPERTIES LLC), NON-FINANCIAL SERVICES BUSINESS, START DATE: 10/1/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, HOLDING COMPANY FOR 30% OWNERSHIP IN THREE GEAR; NON INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-08 |
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