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220 Heritage Walk Suite 203, Woodstock, GA 30188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-03-16 |
Branch Locations
220 Heritage Walk Suite 203, Woodstock, GA 30188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2015 | 01/2020 |
| Northwestern Mutual Investment Services Llc | Atlanta | GA | 08/2015 | 01/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2016 | 01/2020 |
| Shepherd Financial Llc | Woodstock | GA | 02/2020 | Present |
1) Licensed insurance professional. Same address. Less than 10% of business time. 2) Nature of the Business: Baseball Lessons; Investment-Related: No; Address: 320 Adam Jenkins Memorial Drive, Canton, GA 30115; Position/Title: Coach; Start Date: 12/05/2022; Hours per Month Devoted to this Business: 8-12; Hours per Month Devoted to this Business during Trading Hours: 0; Description of Duties: Give Baseball Instruction to Children.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-03 |
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