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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
Branch Locations
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States
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 |
|---|---|---|---|---|
| Cc Detailing | Montgomery | OH | 05/2011 | 05/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2023 | Present |
| Northwestern Mutual Investment Services Llc | St Petersburg | FL | 03/2024 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2024 | Present |
| Fisher Investments | Tampa | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-01 |
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