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Julian Kaye Johnson

Castleview Partners, LLC

Plano, TX

Dallas, TX

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Current Employers
Castleview Partners, Llc

4851 Lbj Freeway Suite 850, Dallas, TX 75244 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-04
  • TX RA
    APPROVED
    Since 2024-03-04

Branch Locations

Plano, TX • United States

4851 Lbj Freeway Suite 850, Dallas, TX 75244 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 03/2009 Present
Northwestern Mutual Investment Services, Llc Frisco TX 10/2011 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 09/2017 Present
  • 03/2009 → Present
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 10/2011 → Present
    Northwestern Mutual Investment Services, Llc
    Frisco, TX
  • 09/2017 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-27
S63 Uniform Securities Agent State Law Examination 2012-03-14
  • S65 Uniform Investment Adviser Law Examination
    2024-01-27
  • S63 Uniform Securities Agent State Law Examination
    2012-03-14

View on SEC IAPD

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