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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-04 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
32000 Northwestern Hwy Ste 275, Farmington Hills, MI 48334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Northwestern Mutual Life Insurance C | Milwaukee | WI | 03/1987 | Present |
| Northwestern Mutual Investment Services, Llc | Troy | MI | 07/1991 | Present |
| Northwestern Mutual Investment Services, Llc | Troy | MI | 03/2010 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | Present |
| Lifetime Financial Growth | Southfield | MN | 01/1997 | Present |
| Magellan Financial | Topeka | KS | 01/2024 | Present |
| Foundations Investment Advisors | Phoenix | AZ | 01/2024 | Present |
(1) MAGELLAN FINANCIAL; 1315 SW ARROWHEAD RD, TOPEKA, KS 66604; LIFE INSURANCE & ANNUITIES; LICENSED INSURANCE AGENT; START DATE: 01/2024; 10 HOURS PER MONTH DURING TRADING HOURS; DUTIES: SELLING LIFE INSURANCE AND ANNUITIES. (2) LIFETIME FINANCIAL GROWTH; 29800 TELEGRAPH RD, SOUTHFIELD, MI 48034; INSURANCE SALES; LICENSED INSURANCE AGENT; START DATE: 01/1997; 5 HOURS PER MONTH DURING TRADING HOURS; DUTIES: SELLING INDIVIDUAL AND GROUP HEALTH INSURANCE (DISABILITY AND HEALTH COVERAGE).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-11-12 |
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