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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
17757 Us Highway 19 N Suite 100, Clearwater, FL 33764 • United States
976 Lake Baldwin Ln Ste 103 1St Fl, Orlando, FL 32814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2009 | Present |
| Northwestern Mutual Investment Services, Llc | Orlando | FL | 03/2011 | 12/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | Present |
| Northwestern Mutual Investment Services Llc | Clearwater | FL | 01/2026 | Present |
1. 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. 2. SYSTEMS ON PURPOSE, TRAINING, BUSINESS RELATED COACHING. 1000 LEGION PL, STE 1400, ORLANDO, FL. START DATE: 12/15/2020, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 41-79, COACHING REPS ON SYSTEMS AND PROCESSES. INVESTMENT RELATED. 3. OWNER, JJB INSURANCE SERVICES, LEGAL ENTITY, START DATE: 02/27/2026, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-11 |
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