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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-25 |
Branch Locations
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
504 Libbie Avenue, Richmond, VA 23226 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Richmond | VA | 08/2002 | 03/2025 |
| Jeffrey W. Miller | Richmond | VA | 08/2001 | 03/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2008 | 03/2025 |
| Donald Creech | Richmond | VA | 07/2014 | 05/2020 |
| Bleakley Financial Group | Fairfield | NJ | 03/2025 | Present |
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. 100% OWNER, BAYKINREA, LLC , LEGAL ENTITY, START DATE: 10/31/2021, HOURS PER MONTH: 21-40, HOURS DURING SECURITIES TRADING HOURS: 21-40, LEAD ADVISOR, MEETING WITH CLIENTS, ASSET MANAGEMENT AND GATHERING NEW ASSETS AND CLIENTS 3. 50% OWNER, CNCG2, LLC, LEGAL ENTITY, START DATE: 11/5/2021, HOURS PER MONTH: 21-40, HOURS DURING SECURITIES TRADING HOURS: 21-40, LEAD ADVISOR, MEETING WITH EXISTING CLIENTS, ASSET MANAGEMENT AND GATHERING NEW ASSETS AND CLIENTS 4. 10% OWNER, GS1250FL, LLC RECEIVING WMC REVENUE, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 11/5/2021, HOURS PER MONTH: 21-40, HOURS DURING SECURITIES TRADING HOURS: 21-40, LEAD ADVISOR MEETING WITH CLIENTS, MANAGING ASSETS AND BRINING IN NEW ASSETS AND CLIENTS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-12-02 |
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