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10015 Gallant Lane, Tampa, FL 33625 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Topsfield | MA | 11/2016 | 04/2017 |
| Nylife Securities Llc | Waltham | MA | 06/2017 | 11/2017 |
| Unity Mma | Saint Petersburg | FL | 12/2023 | 10/2025 |
| Fzs Investments | Treasure Island | FL | 01/2015 | 12/2023 |
| New York Life Insurance Company | Waltham | MA | 05/2017 | 11/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2024 | 12/2025 |
| Northwestern Mutual Investment Services Llc | St Petersburg | FL | 06/2024 | 12/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2025 | 12/2025 |
| Sandy Morris Financial & Estate Planning Services, Llc | Tampa | FL | 03/2026 | Present |
| Unemployed | Treasure Island | FL | 01/2026 | 03/2026 |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG-TERM CARE INSURANCE PRODUCTS, NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-28 |
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