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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Florence | SC | 02/2019 | 01/2023 |
| American Family Life Assurance Co | Myrtle Beach | SC | 06/2012 | 02/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2023 | Present |
| Northwestern Mutual Investment Services Llc | Columbia | SC | 01/2023 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2023 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS; NON INVESTMENT-RELATED. 2. OWNER, WAM DISTRICT, MD/DD DISTRICT AGENT LEGAL ENTITY, START DATE: 6/9/2026, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, ESTABLISHED FOR BUSINESS PURPOSES; INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-03 |
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