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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-13 |
| NC | RA | APPROVED | 2023-03-09 |
Branch Locations
3600 Glenwood Avenue Suite 200, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jason Garey | Raleigh | NC | 08/2016 | 09/2016 |
| Robert Rauf | Raleigh | NC | 08/2016 | 12/2016 |
| Northwestern Mutual Investment Services, Llc | Raleigh | NC | 09/2016 | 05/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2017 | 05/2020 |
| Jason Garey | Raleigh | NC | 08/2017 | 05/2020 |
| Robert Rauf | Raleigh | NC | 12/2016 | 05/2020 |
| Northwestern Mutual | New York | NY | 05/2020 | 01/2023 |
| Rw Baird | Raleigh | NC | 01/2023 | Present |
Name/Address: Endeavor Charter School 4879 1 World Way Wake Forest NC 27587 Start Date: 4/11/25 Hours Spent: 1-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment Finance Committee Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-26 |
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