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5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-12 |
| NV | RA | APPROVED | 2026-01-28 |
| WV | RA | APPROVED | 2026-01-23 |
| AL | RA | APPROVED | 2026-01-22 |
| CA | RA | APPROVED | 2026-01-22 |
| CO | RA | APPROVED | 2026-01-22 |
| CT | RA | APPROVED | 2026-01-22 |
| IL | RA | APPROVED | 2026-01-22 |
| KS | RA | APPROVED | 2026-01-22 |
| MD | RA | APPROVED | 2026-01-22 |
| MI | RA | APPROVED | 2026-01-22 |
| MO | RA | APPROVED | 2026-01-22 |
| NM | RA | APPROVED | 2026-01-22 |
| NC | RA | APPROVED | 2026-01-22 |
| OH | RA | APPROVED | 2026-01-22 |
| OR | RA | APPROVED | 2026-01-22 |
| PA | RA | APPROVED | 2026-01-22 |
| SD | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED | 2026-01-22 |
| UT | RA | APPROVED | 2026-01-22 |
| VA | RA | APPROVED | 2026-01-22 |
| WA | RA | APPROVED | 2026-01-22 |
| KY | RA | APPROVED | 2025-05-22 |
Branch Locations
5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Louisville | KY | 01/2019 | 11/2019 |
| Mitchell Barnes | Louisville | KY | 12/2018 | 11/2019 |
| Seek & Bee | Anchorage | KY | 08/2015 | 12/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2019 | 11/2019 |
| The Gleason Group, Inc. | Prospect | KY | 11/2019 | 06/2022 |
| Centerline Wealth Advisors, Llc | Louisville | KY | 07/2022 | 03/2025 |
| Digital Wealth Partners | Dallas | TX | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-29 |
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