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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-02 |
Branch Locations
1511 N West Shore Blvd Suite 800, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life | Milwaukee | WI | 09/1990 | 04/2024 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 11/1991 | 04/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | Present |
| Northwestern Mutual Life Insurance Company | Tampa | FL | 04/2024 | Present |
| Northwestern Mutual Investment Services, Llc | Tampa | FL | 04/2024 | Present |
1.MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS 2. ASSISTANT TREASURER, SOUTH VENICE BAPTIST CHURCH, 3167 ENGLEWOOD RD, VENICE, , FLORIDA, 34293, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 4/1/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, REVIEW OF FINANCIAL STATEMENTS, CO-SIGNER ON DISBURSEMENTS. non investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-03-22 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
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