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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freehub Bicycles | Travelers Rest | SC | 08/2023 | 05/2024 |
| Trinity Operating | Houston | TX | 03/2021 | 06/2023 |
| Marathon Oil | Houston | TX | 04/2018 | 02/2021 |
| Equinor | Houston | TX | 01/2013 | 03/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2024 | Present |
| Northwestern Mutual Investment Services Llc | Greenville | SC | 06/2024 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2025 | 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. 2. RED OAK CAPITAL PARTNERS LLC, 26738 ABBEY SPRINGS LN, KATY, , TEXAS, 77494, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 08/07/2026, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LANDLORD. INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-06 |
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