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4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • 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 |
|---|---|---|---|---|
| The Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2000 | 03/2021 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 03/2000 | 03/2021 |
| Northwestern Mutual Investment Services, Llc | Tampa | FL | 01/2006 | 09/2016 |
| Unique Wealth, Llc | Tampa | FL | 03/2021 | Present |
| Together We Are Unique, Llc | Tampa | FL | 06/2020 | Present |
| Northwestern Mutual Wealth Management Company | Tampa | FL | 07/2008 | 03/2021 |
(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).BUSINESS 50% OWNERSHIP, TOGETHER WE ARE UNIQUE, LLC, LEGAL ENTITY, 57.5% OWNERHSIP, UNIQUE WEALTH & 100% OWNERSHIP UNIQUE TOGETHER FOREVER - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 06/23/2020, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 41-79, CEO/FOUNDER. INVESTMENT RELATED (3) Electus Global Education Co, Inc.; Investment-Related (Financial Literacy for Youth); 2601 E 7th Avenue Tampa FL 33605; Advisor; 8/16/22; 4hrs/mo; Introduction to prospective funding/financing partners including corporate funders, venture capitalists, financial institutions, social impact investors, private investors, and angel investors. Introductions to prospective corporate sponsors and benefactors including large corporations, SMEs, non-profits, industry organizations, and other business partners. Introductions to prospective customers including private schools, public schools, charter schools, homeschool networks, religious organizations, corporate employees, and youth organizations. General business advisory and guidance. Be available from time to time as a resource for the company's senior executives and board members. (4) ACENTRIA INSURANCE; NON INVESTMENT RELATED; 4634 GULFSTARR DRIVE DESTIN FL, 32541; HEALTH INSURANCE AND EMPLOYEE BENEFITS; HRS/MONTH DURING TRADING HOURS IS < 1; HRS/MONTH OUTSIDE OF TRADING = 0; RECEIVES INSURANCE COMMISSIONS FOR REFERRALS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-28 |
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