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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-02 |
| VA | RA | APPROVED | 2021-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Richmond | VA | 01/2008 | 02/2021 |
| Northwestern Mutual Life Insurance Co | Milwaukee | WI | 06/2006 | 02/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2015 | 02/2021 |
| Concentric Wealth Partners | Glen Allen | VA | 01/2021 | Present |
| Raymond James Financial Services, Inc. | Glen Allen | VA | 02/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Glen Allen | VA | 02/2021 | Present |
| Concentric Wealth Partners | Glen Allen | VA | 01/2021 | Present |
(1)Name of Business: Address: 4101 Cox Rd Ste 175, Glen Allen, VA, 23060-3304, United States Activity Type: Non-variable Insurance Position/Title: Agent, Owner Investment Related: Yes Start Date: 05/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: broker non variable life, disability and long term care insurance policies (2)Name of Business: Concentric Wealth Partners Address: 4101 Cox Rd Ste 175, Glen Allen, VA, 23060, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: DBA Name/Support Company for RJFS business (3)Name of Business: Concentric Wealth Partners, LLC Address: 4101 Cox Rd Ste 175, Glen Allen, VA, 23060, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: manage employees and benefits, expense share
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-29 |
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