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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-28 |
| TX | RA | APPROVED | 2025-08-28 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Presbyterian Church Augusta | Augusta | GA | 12/2011 | 06/2017 |
| Unemployed | Augusta | GA | 06/2017 | 07/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2017 | 08/2025 |
| Northwestern Mutual Investment Services Llc | Columbia | SC | 07/2017 | 08/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2018 | 08/2025 |
| Fisher Investments | Plano | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-04-12 |
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