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One Columbus Center Ste 540, Virginia Beach, VA 23462 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-26 |
| TX | RA | APPROVED | 2024-11-26 |
| VA | RA | APPROVED | 2024-11-26 |
Branch Locations
One Columbus Center Ste 540, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Richmond | VA | 01/2007 | 01/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2007 | 01/2021 |
| Regent University | Virginia Beach | VA | 08/2006 | 11/2020 |
| Northwestern Mutual Investment Services, Llc | Virginia Beach | VA | 05/2011 | 01/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2013 | 01/2021 |
| Lpl Financial Llc | Virginia Beach | VA | 01/2021 | Present |
| Henderson Financial Group, Llc | Virginia Beach | VA | 03/2017 | Present |
Co-Trustee for the HENDERSON FAMILY LIVING TRUST UAD 12/11/13; manages the trust and rentals within the trust. Board Treasurer for both the Don Carey REECH Foundation (began 1/2019) and the Virginia Uplift Foundation, Inc. (began 1/2024).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-01 |
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