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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-11-02 |
Branch Locations
138 Charlotte St Ste 200, Asheville, NC 28801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Duke University | Durham | NC | 07/2013 | 12/2016 |
| Chicago Cubs | Chicago | IL | 07/2016 | 05/2021 |
| Duke University | Durham | NC | 05/2020 | 08/2020 |
| Blossman Gas | Swannanoa | NC | 02/2018 | 06/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2021 | Present |
| Northwestern Mutual Investment Services Llc | Asheville | NC | 09/2021 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2021 | 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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-05 |
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