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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

Alonzo Julio Portwine

Advisor at NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Atlanta, GA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 7, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 31, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 31, 2011
First registration: Feb 7, 2011
Dual registered: yes, broker-dealer
Other names: Alonzo Julio Portwine
IAPD individual key: 5766132

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Jun 12, 2025	n/a	yes	Atlanta, GA	Current employment
FIRST COMMAND ADVISORY SERVICES	Bd affiliated wealth	Dec 15, 2015	Apr 1, 2025	no	FORT WORTH, TX\|Marietta, GA\|FORT WORTH, TX\|Smyrna, GA	Previous registration
FIRST COMMAND FINANCIAL PLANNING, INC.	Former SEC adviser	May 12, 2011	Dec 15, 2015	no	TYRONE, GA\|MARIETTA, GA\|TYRONE, GA\|TYRONE, GA\|MARIETTA, GA\|TYRONE, GA\|Smyrna, GA	Previous registration
WADDELL & REED	Former SEC adviser	Feb 7, 2011	Mar 15, 2011	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIRST COMMAND ADVISORY SERVICES	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Apr 1, 2025	Jun 12, 2025	72	Firm change	Other
FIRST COMMAND FINANCIAL PLANNING, INC.	FIRST COMMAND ADVISORY SERVICES	Dec 15, 2015	Dec 15, 2015	0	Bulk transfer	Other
WADDELL & REED	FIRST COMMAND FINANCIAL PLANNING, INC.	Mar 15, 2011	May 12, 2011	58	Firm change	Other

Relationships

Registered with (4)

→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: current employment
Jun 12, 2025 to presentfactForm ADV
→ FIRST COMMAND ADVISORY SERVICESRegistered adviserregistration: previous registration
Dec 15, 2015 to Apr 1, 2025factForm ADV
→ FIRST COMMAND FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
May 12, 2011 to Dec 15, 2015factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Feb 7, 2011 to Mar 15, 2011factForm ADV

Dated events

Occurred
Apr 1, 2025
Advisor changed firm
Alonzo Julio Portwine left First Command Advisory Services for Northwestern Mutual Investment Services,Llc (registered 2025-06-12)
Form ADVobserved 4 days ago