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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-05 |
| TN | RA | APPROVED | 2016-11-23 |
Branch Locations
5100 Poplar Ave Suite 2300, Memphis, TN 38137 • United States
Collierville, TN • 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 Investments Services, Llc | Jackson | TN | 04/2011 | 11/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2011 | 11/2016 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 11/2016 |
| Mass Mutual Life Insurance Company | Memphis | TN | 10/2015 | Present |
| Mml Investors Services | Memphis | TN | 11/2016 | Present |
(1) Name: Stewardshipp Planning Partners Inv rel: Y Add: 5100 Poplar Ave Suite 2300 Memphis, TN. 38137 Nature: Life and health insurance sales Position: Sales, agent Start date: 4/2011 No. HR/MO: 3 No. HR/MO during sec trading: 3 (2) Name: Stewardshipp, LLC Inv Rel: Y Add: 5100 Poplar Avenue, Suite 2300 Memphis TN 38137 Nature: LLC to capture income and pay DBA expenses Position: Partner Start Date: 5/10/2022 No HRs/ MO: 1 No Hrs/Mo Dur Trading: 0 Duties: Managing the checking account, pay office expenses and other accounting services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-08 |
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