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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-01 |
Branch Locations
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2018 | 10/2025 |
| Golf Channel | Orlando | FL | 09/2013 | 05/2018 |
| Northwestern Mutual Investment Services | Orlando | FL | 02/2019 | 10/2025 |
| Allbaseballallthetime | Ocoee | FL | 01/2011 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2019 | 10/2025 |
| Legacy Wealth Management, Llc | Boise | ID | 11/2025 | Present |
1. allbaseballallthetime, Not Investment-related, DeLand, FL, USA, 100% Owner, Start Date: 01/01/2011, 1 hr a month, 0 trading hrs per week, Owner, Duties: List items on ebay and package and ship sold items. 2. Smart Financial Planning, LLC, not investment related, Life, Disability, Long Term Care and Annuities Insurance, Insurance Agent, Insurance Agent, November 1, 2025, 9572 Reymont St, Orlando, FL 32827, 15 hours a week, 5 hours during trading hours, I sell life, disability, long term care and annuities insurance through Smart Financial Planning, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-13 |
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