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Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-06-12
  • GA RA
    APPROVED
    Since 2025-06-12

Branch Locations

2859 Paces Ferry Rd Se Ste 1200, Atlanta, GA 30339 • 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
First Command Financial Planning Marietta GA 05/2011 04/2025
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2025 Present
Northwestern Mutual Investment Services Llc Duluth GA 05/2025 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2025 Present
  • 05/2011 → 04/2025
    First Command Financial Planning
    Marietta, GA
  • 05/2025 → Present
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2025 → Present
    Duluth, GA
  • 07/2025 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Previous Registrations
  • 2015-12-15 → 2025-04-01
    Fort Worth, TX
    Marietta, GA
    Fort Worth, TX
    Smyrna, GA
  • 2011-05-12 → 2015-12-15
    First Command Brokerage Services, Inc.
    Tyrone, GA
    Marietta, GA
    Tyrone, GA
    Tyrone, GA
    Marietta, GA
    Tyrone, GA
    Smyrna, GA
  • 2011-02-07 → 2011-03-15
    Waddell & Reed
    Atlanta, GA
Other Businesses

1. MENTAL HEALTH COOPERATIVE REAL ESTATE HOLDINGS, LLC, 419 ELBERTA RD, WARNER ROBINS, , GEORGIA, 31093, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 6/11/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, PART OWNER - NO WORKING LABOR REQUIRED; INVESTMENT-RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-31
  • S66 Uniform Combined State Law Examination
    2011-01-31
Other Names
  • Alonzo Julio Portwine

View on SEC IAPD

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