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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2005-05-31 |
Branch Locations
4345 Southpoint Blvd Suite 400, Jacksonville, FL 32216 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2003 | Present |
| Northwestern Mutual Investment Services, Llc | Jacksonville | FL | 06/2003 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2007 | Present |
| Northwestern Mutual Investment Services, Llc | Jacksonville | FL | 06/2014 | Present |
1) MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2) OWNER OF PCR SOAR INVESTMENT INC. UTILIZED TO ADMINISTER BUSINESS. 4HRS/MO. NON-INVESTMENT RELATED, NON-TRADING HOUR WORK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-08 |
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