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3805 Beck Road, Saint Joseph, MO 64506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-09-26 |
| MO | RA | APPROVED | 2025-09-26 |
| TX | RA | APPROVED | 2025-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ssc Technologies | Kansas City | MO | 11/2014 | 07/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2021 | 07/2023 |
| Northwestern Mutual Investment Services Llc | Davenport | IA | 05/2022 | 07/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2022 | 07/2023 |
| Northwestern Mutual | Davenport | IA | 10/2021 | 07/2023 |
| Tower Trust & Investment Company | Davenport | IA | 08/2023 | 08/2025 |
| Family Investment Center | St. Joseph | MO | 09/2025 | Present |
| Family Investment Center | St. Joseph | MO | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-08 |
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