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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-24 |
Branch Locations
15851 Dallas Parkway Ste 1230, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christopher Cruz | Addison | TX | 09/2019 | 07/2025 |
| Northwestern Mutual Investment Services Llc | Addison | TX | 09/2019 | Present |
| Fidelity Investments | Westlake | TX | 01/2015 | 07/2019 |
| Unemployed | Irving | TX | 07/2019 | 09/2019 |
| Tait Cruse | Addison | TX | 12/2022 | 06/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2024 | 07/2025 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2025 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2025 | Present |
1. OWNER, RTA SERVICES, LLC, LEGAL ENTITY WMC COMPENSATION AND EA EMPLOYMENT, START DATE: 3/27/2025, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 2. OWNER, NUMBERS 1424, LLC, LEGAL ENTITY, START DATE: 03/27/2025, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 3. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS, NON INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-28 |
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