Whitney Weeks

Current Employers

Employment History

• 02/2015 → 04/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2014 → 04/2017
  Northwestern Mutual Investment Services Llc
  Shreveport, LA
• 02/2016 → 04/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 05/2017 → 04/2018
  Capital One Investing, Llc
  Shreveport, LA
• 04/2018 → 09/2019
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 05/2018 → 09/2019
  Cuna Mutual Group
  Waverly, IA
• 09/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Shreveport, LA
• 10/2019 → Present
  Bank Of America, N.A.
  Shreveport, LA

Previous Registrations

• 2018-05-17 → 2019-09-18
  Cuna Brokerage Services, Inc.
  Bossier City, LA
  Shreveport, LA
  Bossier City, LA
  Bossier City, LA
  Shreveport, LA

Other Businesses

I*127093For profit or not for profit: For-Profit OrganizationName of outside business organization: N/AInvestment related: NAddress of business:Shreveport, Louisiana 71104Nature of business: LLC,Compensation for Activity: YPosition, title, association: Owner, Start date of relationship: 10/18/2019Number of hours devoted: 20 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Seasonal Christmas Tree decorating. I*732269For profit or not for profit: Entity For ProfitName of outside business organization: Rodan and FieldsInvestment related: NAddress of business: San Francisco, California, 94105Nature of business: ["Limited Company"]Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 3/1/2022Number of hours devoted: 2 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , Share skin care content and sales online I*1601266, Name of OBA: Pelican State Aussiedoodles Address: 155 Preston Ave,Shreveport,Louisiana, 71105,US Investment Related: No Position, Title, Association: Owner Employee Start Date: 12/01/2023 No Hours: 5 No Hours during trading: 0 Duties: Dog Breeding

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-11
• S63 Uniform Securities Agent State Law Examination
  2015-11-19

Other Names

• Whitney Austin Weeks
• Whitney W Grisham
• Whitney Grisham
• W A Weeks