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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-01 |
| VA | RA | APPROVED | 2024-09-30 |
| GA | RA | APPROVED | 2023-09-05 |
Branch Locations
2517 Moody Road Suite 100, Warner Robins, GA 31088 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Macon | GA | 11/2013 | 09/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2013 | 09/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 09/2023 |
| Osaic Wealth, Inc. | Warner Robins | GA | 09/2023 | Present |
1. EISNER INSURANCE SOLUTIONS, LLC. POSITION: President/Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2023 ADDRESS: 100 Fox Chase, Macon GA 31210, United States DESCRIPTION: Selling insurance products up to but not including variable annuities (life, disability, long term care). 2. LIFESPAN FINANCIAL SERVICES, INC. POSITION: Financial Advisor NATURE: Chapter S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2023 ADDRESS: 2517 Moody Rd, Ste 100, Warner Robins GA 31088, United States DESCRIPTION: Prospect and client meetings, build and oversee client portfolios, admin. As a W2 of Lifespan, I primarily make income from salary. There may be some opportunities at times to make income from commissions above and beyond my salary as well.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-06 |
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