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Franklin, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-04 |
Branch Locations
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 Insurance Company | Milwaukee | WI | 03/2010 | Present |
| Northwestern Mutual Investment Services, Llc | Memphis | TN | 12/2010 | Present |
| Quantitative Solutions, Llc | Memphis | TN | 12/2011 | Present |
| Nai Nashville | Brentwood | TN | 08/2018 | Present |
I am currently working as a real estate advisor at a commercial real estate services firm in Brentwood, TN. It is related to investments because we market commercial properties to investors. I keep this activity separate from my RIA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-08-02 |
| S65 | Uniform Investment Adviser Law Examination | 2009-06-01 |
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