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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-03 |
| AZ | RA | APPROVED | 2018-09-19 |
Branch Locations
6700 E. Speedway Blvd Ste 106, Tucson, AZ 85710 • United States
Vail, AZ • 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 Life Insurance Company | Milwaukee | WI | 03/2007 | 09/2018 |
| Northwestern Mutual Investment Services, Llc | Tucson | AZ | 01/2008 | 09/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 09/2018 |
| Massmutual Life Insurance Company | Tucson | AZ | 08/2018 | Present |
| Mml Investors Services, Llc | Tucson | AZ | 09/2018 | Present |
NAME: DFG CASUALTY AND BENEFITS INV REL: Y ADD: 5255 EAST WILLIAMS CIRCLE, SUITE #1065 TUCSON, AZ 85711 NATURE: INDIVIDUAL LIFE/ HEALTH, GROUP LIFE/ HEALTH POSITION: AGENT START DATE: 8/28/2018 NO HRS: 1 NO HRS/MO DUR TRADING: 0 (2) NAME: JASON ROBINSON INV REL: Y ADD: 5255 EAST WILLIAMS CIRCLE, SUITE #1065 TUCSON, AZ 85711 NATURE: INDIVIDUAL LIFE POSITION: AGENT START DATE:08/28/2018 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 1 (3) NAME: SPORT CLASS CUSTOMS LLC INV REL: Y ADD: RESIDENTIAL NATURE: RETAIL SALES- WOODWORKING PROJECTS POSITION: OWNER START DATE: 12/1/2020 NO HRS/MO: 40 NO HRS/MO DUR TRADING: 0 (4) NAME: TIMBERTOTE LLC, INV REL: Y, ADD: RESIDENTIAL NATURE: RETAIL SALES - WOODEN PURSES - BUILD AND SELL POSITION: OWNER, START DATE: 02/01/2024, NO. HR/MO: 10 , NO. HR/MO DURING SEC TRADING: 0 DUTIES: BUILD PRODUCTS AND SELL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-05 |
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