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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-20 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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 Investment Services Llc | Rochester | MN | 08/2017 | 08/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2017 | 08/2020 |
| Charterpoint Wealth Strategies | Rochester | MN | 06/2017 | 07/2017 |
| Mercy Hill Church | Rochester | MN | 01/2012 | 07/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2018 | 08/2020 |
| Thrivent Investment Management | Rochester | MN | 09/2020 | 03/2022 |
| Fisher Investments | Tampa | FL | 03/2022 | 08/2023 |
| Carlson Capital Management Llc | Rochester | MN | 08/2023 | 06/2024 |
| Retirement Planners Of America | Plano | TX | 06/2024 | Present |
| Fisher Investments | Plano | TX | 07/2026 | Present |
NAME: PASTOR BOB'S GRILLIN' MAGIC INVESTMENT RELATED: No ADDRESS: 687 Marcus Pl NE, Byron MN 55920, United States NATURE: This is a very small family seasoning business. We operate under a cottage food license to manufacture a culinary seasoning that customers order through our website. POSITION: co-owner START DATE: 01/01/2017 NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 DESCRIPTION: My involvement is limited to answering customer questions via email or FB Messenger. My wife handles all other aspects of the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-20 |
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