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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-13 |
Branch Locations
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sharon Springs Baseball | Cumming | GA | 08/2019 | 08/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2023 | 05/2024 |
| Northwestern Mutual Investment Services Llc | Alpharetta | GA | 05/2024 | 01/2025 |
| Student | Atlanta | GA | 08/2014 | 05/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2025 | 01/2026 |
| Bison Wealth, Llc. | Atlanta | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-11 |
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