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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-08 |
Branch Locations
3700 N Capital Of Tx Hwy Suite 500, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shell | Port Harcourt | 04/2014 | 09/2019 | |
| Total Energies | Lagos | 09/2019 | 08/2021 | |
| Lazard | Austin | TX | 07/2023 | 06/2025 |
| Equator Capital Partners | Chicago | TX | 01/2022 | 05/2022 |
| Charlotte Sinclair Group | Austin | TX | 06/2025 | 02/2026 |
| Bank Of America | Houston | TX | 06/2022 | 08/2022 |
| Scf Partners | Houston | TX | 08/2022 | 09/2022 |
| Student | Chicago | IL | 08/2021 | 06/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2026 | Present |
| Northwestern Mutual Investment Services Llc | Austin | TX | 02/2026 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2026 | Present |
1. Charlotte Sinclair Group, Not Investment-related, 2929 Moreno St, Austin, TX, USA, 78723, 100% Owner, Start Date: 02/04/2025, 2 hrs per week, 0 trading hrs per week, Ecommerce, Duties: Review third party activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-08 |
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