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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-24 |
| GA | RA | APPROVED | 2024-10-03 |
Branch Locations
3560 Lenox Road Ne Suite 1100, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kls Martin | Jacksonville | FL | 02/2014 | 11/2018 |
| Pelitech Marketing | Jacksonville Beach | FL | 07/2017 | 12/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2019 | 01/2020 |
| Northwestern Mutual Investment Services Llc | Atlanta | GA | 03/2019 | 09/2023 |
| John White | Atlanta | GA | 01/2020 | 03/2022 |
| Casey Smith | Atlanta | GA | 01/2020 | 03/2022 |
| Casey Nickels | Atlanta | GA | 01/2020 | 03/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2020 | 03/2022 |
| Elizabeth Saylor Davis | Atlanta | GA | 02/2020 | 03/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2022 | 01/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2022 | 01/2023 |
| John White | Atlanta | GA | 01/2023 | 09/2023 |
| Highland Capital Brokerage | Birmingham | AL | 09/2023 | 06/2024 |
| Osaic Wealth, Inc. | Birmingham | AL | 06/2024 | 09/2024 |
| Janney Montgomery Scott Llc | Atlanta | GA | 09/2024 | Present |
| Outlier Ai | Roswell | GA | 08/2024 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-08 |
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