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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2003-12-16 |
Branch Locations
2859 Paces Ferry Rd Se Ste 1200, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life | Milwaukee | WI | 08/1979 | Present |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 05/1989 | Present |
| Peachtree Financial Advisers, Llc | Atlanta | GA | 12/2002 | Present |
| Bickers & Sullivan, Llc | Atlanta | GA | 01/2000 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 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. COMMUNITY ACTIVITY FIDUCIARY CAPACITY, 282 MOUNT PARAN RD, ATLANTA, , GEORGIA, 30327, UNITED STATES OF AMERICA, FIDUCIARY CAPACITY, START DATE: 04/07/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, I AM CHARIMAN OF THE BENEFITS COMMITTEE AND WE OVERSEE THE 403B RETIREMENT PLAN FOR THE SCHOOL. I DO NOT ADVISE ON THE PLAN THERE IS AN OUTSIDE ADVISORY AND RECORD KEEPER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-22 |
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