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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-05 |
| GA | RA | APPROVED | 2016-09-21 |
Branch Locations
3625 Cumberland Blvd Se Ste 1000, Atlanta, GA 30339 • United States
Marietta, GA • 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 | Milwaukee | WI | 12/1993 | 09/2016 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 03/1994 | 09/2016 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 09/2016 |
| Principal Life Insurance Company | Atlanta | GA | 09/2016 | Present |
| Principal Securities Inc | Atlanta | GA | 09/2016 | Present |
| Focused Financial Planning Llc | Atlanta | GA | 07/2017 | Present |
| Focused Financial Group | Atlanta | GA | 07/2021 | Present |
**Fixed insurance, Life, Annuities, LTC, DI, Group Benefits, 9/19/16. **Johnson Financial Group, LLC, Single member LLC for payroll only. No marketing, not used as DBA, 11/09/16. **Focused Financial Planning, LLC, 100% owner of LLC, 07/26/17. **WILLSFORALL.COM POSITION: Estately NATURE: Estate planning INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 30 START DATE: 07/15/2026 ADDRESS: 424 Waterman St SE, Marietta GA 30060, United States DESCRIPTION: Talking with clients about if they have a will or if they want to update their will.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-24 |
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