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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-09-29 |
| TX | RA | APPROVED | 2022-09-29 |
| WA | RA | APPROVED | 2022-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2012 | 09/2022 |
| Northwestern Mutual Investment Services, Llc | Colorado Springs | CO | 09/2012 | 09/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 09/2022 |
| Raymond James Financial Services, Inc. | Colorado Springs | CO | 09/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Colorado Springs | CO | 09/2022 | Present |
(1)Name of Business: 11081 Echo Canyon LLC Address: 14605 E. Brevier Rd., Spokane, WA, 99217, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/30/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I serve as the owner/managers/proprietors for 11081 Echo Canyon LLC which includes finding tenants when leases renew and managing the property repairs and issues when needed. It is owned by Anderson Springs LLC (2)Name of Business: 6001 N Edgemont LLC Address: 14605 E. Brevier Rd, Spokane, WA, 99217, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Long term rental property owned by our holding company. Home is owned by 6001 N Edgemont LLC and owned by Anderson Springs LLC (our master LLC) (3)Name of Business: Anderson Springs LLC Address: 14605 E. Brevier Rd., Spokane, WA, 99217, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Master LLC that owns my real estate LLC. Attorney had us set it up this way with CPA to ensure easy tax filing (one return for both rental properties). We own 6001 Edgemont LLC and 11081 Echo Canyon LLC. My wife and I are the member/owners of the LLC. (4)Name of Business: Anderson Wealth Management Address: 14605 E. Brevier Road, Spokane, WA, 99217, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/02/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my operating company for my RJFS business that owns 75% of the Sovereign Wealth Strategies Group partnership. (5)Name of Business: Sovereign Wealth Strategies Group, LLC Address: 660 Southpointe Ct Ste 316A, Colorado Springs, CO, 80906-3874, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/29/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planning and Advising DBA name for Raymond James branch (6)Name of Business: SPRUCE LAKE LLC Address: 14605 E. Brevier Road, SPOKANE, WA, 99217-9628, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/29/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner Member, I file the annual report and renew our vehicles every year when up for renewal
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-19 |
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