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3333 Premier Drive Suite 800, Plano, TX 75023 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-17 |
Branch Locations
3333 Premier Drive Suite 800, Plano, TX 75023 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2012 | 10/2018 |
| Northwestern Mutual Investment Services, Llc | Allen | TX | 01/2013 | 10/2018 |
| Boom Sticks | Wylie | TX | 08/2012 | 10/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 10/2018 |
| Insight Wealth Partners, Llc | Plano | TX | 10/2018 | 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. TORQUE RENTALS, LLC; NOT INVESTMENT RELATED; 1504 PORT MILLSTONE TRL, WYLIE, TX 75098; PROVIDE SHORT TERM VEHICLE RENTALS; OWNER; APRIL 2023; 15 HOURS PER MONTH, 8 HOURS PER MONTH DURING SECURITIES TRADING HOURS; MANAGE THE LISTINGS PREP OF VEHICLES AND CUSTOMER SERVICE. 3. LUCAS CHRISTIAN ACADEMY; NOT INVESTMENT RELATED; 505 LUCAS RD, LUCAS TX 75002; PRIVTE SCHOOL; BOOSTER CLUB PRESIDENT; MARCH 1, 2024; 8 HOURS PER MONTH; NO HOURS DURING SECURITIES TRADING; RUN MEETINGS AND LEAD OVERALL OPERATIONS FOR THE BOOSTER CLUB
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-25 |
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