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7250 Redwood Blvd Suite 300, Novato, CA 94945 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-03 |
| CO | RA | APPROVED | 2026-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2015 | 09/2018 |
| Northwestern Mutual Investment Services Llc | Lakewood | CO | 11/2017 | 09/2018 |
| Student | Wheat Ridge | CO | 05/2000 | 05/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2018 | 09/2018 |
| Austin Wagner | Lakewood | CO | 09/2018 | 11/2019 |
| Fisher Investments | Camas | WA | 12/2019 | 07/2021 |
| Personal Capital Advisors Corporation | Wheat Ridge | CO | 05/2022 | 04/2023 |
| Unemployed | Wheat Ridge | CO | 01/2022 | 05/2022 |
| Wood River Energy | Wheat Ridge | CO | 08/2021 | 01/2022 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 08/2025 |
| Savvy | Arvada | CO | 08/2025 | 07/2026 |
| Mcm Wealth | Novato | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-02 |
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