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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-26 |
Branch Locations
6235 Carnegie Blvd, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 133 Legacy Planning | Campobello | SC | 04/2024 | 07/2025 |
| Empower Financial Llc | Denver | CO | 11/2023 | 03/2024 |
| Upstate Legacy Planning Group | Greenville | SC | 07/2020 | 10/2023 |
| Carvana Llc | Tempe | AZ | 04/2016 | 12/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2019 | 07/2020 |
| Todd Whitley | Greenville | SC | 04/2023 | 12/2023 |
| Tony Allen | Greenville | SC | 04/2023 | 12/2023 |
| Ben Worley | Greenville | SC | 04/2023 | 12/2023 |
| Keith Lemay | Greenville | SC | 10/2023 | 12/2023 |
| Northwestern Mutual Investment Services Llc | Greenville | SC | 05/2020 | 11/2023 |
| Jon Andrew Youatt | Greenville | SC | 06/2025 | 08/2025 |
| Nick M Walker | Greenville | SC | 06/2025 | 08/2025 |
| Joseph Edwin Funderburk | Greenville | SC | 06/2025 | 08/2025 |
| Don S Clardy | Greenville | SC | 06/2025 | 08/2025 |
| Donald Clardy | Greenville | SC | 08/2025 | Present |
| Nicholas Walker | Greenville | SC | 08/2025 | Present |
| Joseph Funderburk | Greenville | SC | 08/2025 | Present |
| Jon Youatt | Greenville | SC | 08/2025 | Present |
| Northwestern Mutual Investment Services Llc | Greenville | SC | 08/2025 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-25 |
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