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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-29 |
| DC | RA | APPROVED | 2025-04-03 |
| VA | RA | APPROVED | 2025-03-05 |
Branch Locations
1899 Pennsylvania Ave Nw Ste 1000, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2014 | 03/2025 |
| Northwestern Mutual Investment Services Llc | Wellesley | MA | 08/2014 | 03/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2017 | 03/2025 |
| Raymond James & Associates | Dc | WA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-29 |
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