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280 N Coast Highway 101, Encinitas, CA 92024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-09-17 |
Branch Locations
280 N Coast Highway 101, Encinitas, CA 92024 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | San Diego | CA | 05/2002 | 09/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2007 | 09/2019 |
| Northwestern Mutual Investment Services, Llc | La Jolla | CA | 03/2011 | 09/2019 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 09/2019 | Present |
| Cooper Capital Advisers, Llc Dba Cooper Capital Group | Encinitas | CA | 09/2019 | Present |
1) Cooper Capital Group. Investment Related. 280 N. Coast Hwy 101, Encinitas, CA 92024. RIA, Owner, CEO. Start 9/2019. 160hrs/mo, all during trading hours. Manage Client Investment Accounts. 2) Cooper Capital Advisors. Non-Investment Related. 280 N. Coast Hwy 101, Encinitas, CA 92024. Life Insurance, Owner, CEO and CCO. Start 9/2019. 20hrs/mo, none during trading hours. Solve life insurance needs for clients 3) Elevated Performance. Not investment-related. Encinitas, CA. Sober life coaching and fitness program/charitable organization. Board of Directors. Start 6/2025. Various hours. None during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-10 |
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