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Olney, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-16 |
| TX | RA | APPROVED | 2023-05-17 |
Branch Locations
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Jacksonville | FL | 07/2014 | Present |
| William Koch | Jacksonville | FL | 06/2014 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2015 | 05/2023 |
| The Koch Group | Jacksonville | FL | 06/2014 | 09/2020 |
| The Gantt Group | Tallahassee | FL | 09/2020 | 04/2023 |
| Cjc Wealth Management Llc | Jacksonville | FL | 05/2023 | Present |
JB Consulting LLC; Managing Member; Investment related: No; Location: 2950 Halcyon Ln, Suite 706 Jacksonville FL 32223; Description: providing teaching, coaching, and counselling services related to personal development, relationships, and faith-based mentoring.; Start date: 2026-08-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 2.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-21 |
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