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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2005 | 09/2016 |
| Northwestern Mutual Investment Services, Llc | Montgomery | AR | 08/2005 | 09/2016 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 09/2016 |
| Summit Brokerage Services, Inc. | Auburn | AL | 03/2017 | 10/2019 |
| Summit Financial Group Inc | Auburn | AL | 03/2017 | 10/2019 |
| Unemployed | Auburn | AL | 09/2016 | 03/2017 |
| Auburn University | Auburn | AL | 08/2007 | Present |
| Cetera Advisor Networks Llc | Auburn | AL | 09/2019 | 10/2019 |
| Securities America, Inc. | Auburn | AL | 10/2019 | 06/2024 |
| Arbor Point Advisors | Auburn | AL | 10/2019 | 11/2024 |
| Osaic Wealth, Inc. | Auburn | AL | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
AMANDA HARRELSON POSITION: Not Active NATURE: Servicing & Renewals INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2005 ADDRESS: 1586 Marie Loop, Auburn AL 36830, United States DESCRIPTION: Still receive compensation via renewals through policies sold between 2005-2013 AUBURN UNIVERSITY POSITION: Professor NATURE: Adjunct Professor INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 12 START DATE: 08/01/2007 ADDRESS: 405 W Magnolia Ave, Suite 303A, Auburn University AL 36849, United States DESCRIPTION: Teach 1-2 courses per semester ARBOR POINT POSITION: Assistant NATURE: Advisory Affiliation with Arbor Point INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/21/2019 ADDRESS: 1859 Ogletree Rd, Auburn AL 36830, United States DESCRIPTION: Assistant work
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-16 |
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