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Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-01-21
  • FL RA
    APPROVED
    Since 2016-01-21

Branch Locations

250 S Australian Ave Ste 1601, West Palm Bch, FL 33401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
David Coldwell West Palm Beach FL 08/2012 06/2017
Grant Coldwell West Palm Beach FL 03/2014 06/2017
Northwestern Mutual Investment Services, Llc West Palm Beach FL 09/2015 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2016 06/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2017 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 06/2017 Present
  • 08/2012 → 06/2017
    David Coldwell
    West Palm Beach, FL
  • 03/2014 → 06/2017
    Grant Coldwell
    West Palm Beach, FL
  • 09/2015 → Present
    West Palm Beach, FL
  • 03/2016 → 06/2017
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 06/2017 → Present
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2017 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Other Businesses

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, GLENN GRAVES, LLC, LEGAL ENTITY, START DATE: 6/28/2017, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, S- CORP FOR ADMINISTRATIVE PURPOSES (E.G., PAYROLL, LEASES AND OTHER OFFICE EXPENSES, EMPLOYEE BENEFITS, ETC.) 3. IMMEDIATE PAST CHAIRMAN, TREASURE HEALTH FOUNDATION, 1201 SE INDIAN ST, STUART, , FLORIDA, 34997, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 1/20/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, MEMBER OF FOUNDATION BOARD- RESPONSIBLE FOR ASSISTING FUNDRAISING EFFORTS. NON INVESTMENT RELATED. 4. SUCCESSOR TRUSTEE/BENEFICIARY, BENEFICIARY, 250 S. AUSTRALIAN AVE, WEST PALM BEACH, FL 33401. START DATE: 02/01/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, SUCCESSOR TRUSTEE AND BENEFICIARY FOR MOTHER-IN-LAW. INVESTMENT RELATED. 5. IMMEDIATE PAST PRESIDENT, MARTIN COUNTY ESTATE PLANNING COUNCIL, 900 EAST SALERNO ROAD, STUART, , FLORIDA, 34997, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 5/3/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, BOARD MEMBER- IMMEDIATE PAST CHAIRMAN; NOT INVESTMENT RELATED. 6. COMMITTEE MEMBER, FIRST CHURCH BLACK MOUNTAIN, 130 MONTREAT RD, BLACK MOUNTAIN, , NORTH CAROLINA, 28711, UNITED STATES OF AMERICA, FIDUCIARY CAPACITY, START DATE: 12/05/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, FINANCE COMMITTEE- OFFER ADVICE ON BILL PAYING AND BUDGETS. NON INVESTMENT RELATED. 7. BOARD MEMBER, TREASURE HEALTH FOUNDATION, 1201 SE INDIAN ST, STUART, , FLORIDA, 34997, UNITED STATES OF AMERICA, FIDUCIARY CAPACITY, START DATE: 1/20/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, MEMBER OF FOUNDATION BOARD- RESPONSIBLE FOR ASSISTING FUNDRAISING EFFORTS. NON INVESTMENT RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-16
  • S66 Uniform Combined State Law Examination
    2016-01-16

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