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302 Merchants Walk Suite 250, Tuscaloosa, AL 35406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-29 |
| AL | RA | APPROVED | 2025-08-28 |
Branch Locations
302 Merchants Walk Suite 250, Tuscaloosa, AL 35406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2009 | 08/2025 |
| Northwestern Mutual Investment Services Llc | Hoover | AL | 11/2009 | 08/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2015 | 08/2025 |
| Canterbury Capital Wealth Management Llc | Tuscaloosa | AL | 08/2025 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS 2. BUSINESS OWNERSHIP, 33% OWNER SOUTHERN TRANSPORTATION, 1991 LAKELAND DR, JACKSONVILLE, MS, 39216, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 7/7/2017, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20. NOT INVEESTMENT RELATED. 3. 50% OWNER, TRIPLE B RANCH LLC, 8300 HWY 13 NORTH, BANKSTON, , ALABAMA, 35542, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 1/31/2023, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, RURAL LAND OWNERSHIP 4. 100% OWNER, TRIPLE B & COMPANY LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 04/26/2024, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 41-79, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-09 |
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