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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-02-27 |
Branch Locations
15808 West Dodge Rd Suite 103, Omaha, NE 68118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tim Harrison | Omaha | NE | 05/2016 | 06/2023 |
| Northwestern Mutual Investment Services Llc | Omaha | NE | 05/2017 | 06/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2017 | 06/2023 |
| Tim Harrison | Omaha | NE | 05/2017 | 10/2019 |
| Orion Advisor Technology | Omaha | NE | 11/2019 | 10/2020 |
| Tim Harrison | Omaha | NE | 05/2016 | 05/2017 |
| Northwestern Mutual Investment Services Llc | Omaha | NE | 05/2017 | 11/2019 |
| Thomas Beebe | Omaha | NE | 10/2020 | 06/2023 |
| Northwestern Mutual Investment Services Llc | Omaha | NE | 10/2020 | 06/2023 |
| Brinker Capital Securities, Llc | Berwyn | PA | 07/2023 | 12/2023 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 07/2023 | 12/2023 |
| Raymond James Financual Services, Inc. | Omaha | NE | 12/2023 | Present |
| Raymond James Financual Advisors, Inc | Omaha | NE | 12/2023 | Present |
| Sagespring Wealth Partners | Omaha, | NE | 12/2023 | Present |
SageSpring Wealth Partners Not investment related Omaha, NE DBA/Support Company Advisor 12/2023 0 hours per month 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-08-24 |
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