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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-04-04 |
| NC | RA | APPROVED | 2023-03-29 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Samuel Crump | Greensboro | NC | 09/2019 | 10/2019 |
| Tpg Consulting | Greensboro | NC | 01/2019 | 09/2019 |
| Pilot Financial | Greensboro | NC | 07/2017 | 01/2019 |
| First Summit Financial | Sanford | FL | 02/2014 | 01/2017 |
| Unemployed | Asheboro | NC | 02/2017 | 06/2017 |
| M Scott Henegar | Greensboro | NC | 09/2020 | 03/2023 |
| Northwestern Mutual Investment Services Llc | Greensboro | NC | 09/2020 | 03/2023 |
| Samuel Crump | Greensboro | NC | 10/2019 | 08/2020 |
| Northwestern Mutual Investment Services Llc | Greensboro | NC | 10/2019 | 08/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2020 | 08/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2020 | 03/2023 |
| United Planners | Scottsdale | AZ | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-07 |
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