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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-21 |
Branch Locations
15851 Dallas Parkway Ste 1230, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Plano | TX | 11/2017 | 09/2020 |
| Robertson Anschutz And Schneid Pl | Grapevine | TX | 02/2017 | 09/2017 |
| City Wide Mechanical Inc | Dallas | TX | 08/2014 | 02/2017 |
| Tait Cruse | Addison | TX | 09/2020 | 11/2020 |
| Northwestern Mutual Investment Services Llc | Dallas | TX | 12/2020 | Present |
| Tait Cruse | Dallas | TX | 11/2020 | 10/2024 |
| Robert Caldwell | Addison | TX | 01/2021 | 10/2024 |
| Erik Lichty | Addison | TX | 01/2021 | 10/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2021 | Present |
| Joel Moore | Addison | TX | 06/2021 | 10/2024 |
| Scott Lichty | Addison | TX | 06/2021 | 10/2024 |
| Adam Moore | Addison | TX | 06/2021 | 10/2024 |
| Robert French | Addison | TX | 01/2023 | 10/2024 |
| Clfm Holdings, Llc | Addison | TX | 10/2024 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2025 | Present |
VOICE READER FOR AUDIO BOOKS, 211 STONE CANYON DRIVE, HIGHLAND VILLAGE, , TEXAS, 75077, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 10/15/2024, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, AUDIOBOOK RECORDING; NON INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-13 |
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