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311 Green Street Suite 100, Gainesville, GA 30501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-16 |
Branch Locations
311 Green Street Suite 100, Gainesville, GA 30501 • United States
505 Olive Street, Winston Salem, NC 27103 • 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 | 08/2006 | 07/2025 |
| Northwestern Mutual Investment Services, Llc | Winston Salem | NC | 05/2007 | 07/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2017 | 07/2025 |
| Jt Stratford, Llc | Winston Salem | NC | 07/2025 | Present |
Strategic Financial Advisors LLC; Investment-Related; Winston Salem, NC; Insurance Sales and Services; Insurance Sales Advisor; 7/1/2025; 6 hrs/mo; 3 hrs/mo during securities trading hours; Duties are insurance sales, presentations and service work.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-09 |
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