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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jersey Mikes Subs | Chapel Hill | NC | 05/2015 | 12/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2020 | 08/2021 |
| Northwestern Mutual Investment Services Llc | Durham | NC | 06/2021 | 08/2021 |
| Hb Wealth Management, Llc | Atlanta | GA | 05/2022 | Present |
| Phreesia | Atlanta | GA | 08/2021 | 05/2022 |
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