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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-13 |
| GA | RA | APPROVED | 2024-08-22 |
Branch Locations
3560 Lenox Road Ne Suite 3000, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cardlytics | Atlanta | GA | 01/2018 | 03/2019 |
| Blue Tide Brands | Miami | FL | 05/2016 | 12/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2019 | 07/2024 |
| Northwestern Mutual Investment Services Llc | Atlanta | GA | 05/2019 | 07/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2020 | 07/2024 |
| Sanford C Bernstein & Co, Llc | Atlanta | GA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-09-06 |
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