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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-05-21 |
Branch Locations
Macarthur Ctr Ii Ste 600 5605 N Macarthur Blvd, Irving, TX 75038 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Ins Co | Milwaukee | WI | 10/1998 | Present |
| Northwestern Mutual Investment Services, Llc | Dallas | TX | 06/1999 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS 3. OWNER, COURTNEY ASEL MEREDITH, LLC, LEGAL ENTITY WMC COMPENSATION AND EA EMPLOYMENT, START DATE: 5/14/2021, HOURS PER MONTH: 21-40, HOURS DURING SECURITIES TRADING HOURS: 21-40, ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 4. 100% OWNER, COURTNEY REAL ESTATE LLC, 3612 HAVERFORD RD, COLLEGE STATION, , TEXAS, 77845, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 1/23/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, I BOUGHT A HOME FOR MY SON TO LIVE IN DURING COLLEGE AT TEXAS A&M. HE HAS THREE ROOMMATES THAT PAY ME RENT. 5. 100% OWNER, JAY COURTNEY, LLC, LEGAL ENTITY, START DATE: 5/13/2021, HOURS PER MONTH: 21-40, HOURS DURING SECURITIES TRADING HOURS: 21-40, OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-22 |
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