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8601 Six Forks Road Suite 400, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-23 |
Branch Locations
8601 Six Forks Road Suite 400, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Durham | NC | 09/2013 | 07/2025 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2015 | 04/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2016 | 04/2018 |
| Zenfish | Durham | NC | 05/2017 | 01/2025 |
| Triangle Wealth Advisors | Durham | NC | 05/2018 | 07/2025 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2025 | 07/2025 |
| Provision Wealth Management, Inc | Raleigh | NC | 07/2025 | Present |
INSURANCE SALES; INVESTMENT RELATED; RALEIGH, NC; INSURANCE AGENT, JUNE 2025 TO PRESENT, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-01-17 |
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