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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-10 |
Branch Locations
633 Chestnut Street The Republic Center, Suite 2050, Chattanooga, TN 37450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2025 | 03/2026 |
| Northwestern Mutual Investment Services Llc | Franklin | TN | 05/2025 | 03/2026 |
| Ubs Financial Services | Nashville | TN | 06/2023 | 07/2023 |
| Vanderbilt University | Nashville | TN | 08/2021 | 05/2025 |
| Mccallie School | Chattanooga | TN | 08/2014 | 07/2021 |
| Vanderbilt University | Nashville | TN | 06/2023 | 07/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2026 | 03/2026 |
| Robert W. Baird & Co. Incorporated | Chattanooga | TN | 05/2026 | Present |
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 | 2026-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2025-12-22 |
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