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13 S. Tejon St. Suite 400, Colorado Springs, CO 80903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-03 |
| CO | RA | APPROVED | 2021-09-30 |
Branch Locations
13 S. Tejon St. Suite 400, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2016 | 09/2021 |
| Northwestern Mutual Investment Services Llc | Colorado Spgs | CO | 02/2016 | 09/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2016 | 09/2021 |
| Intergy Private Wealth, Llc | Colorado Springs | CO | 09/2021 | Present |
1. LICENSED INSURANCE AGENT; INVESTMENT-RELATED; 13 S. TEJON ST., SUITE 400, COLORADO SPRINGS, CO 80903; INSURANCE SALES; INSURANGE AGENT; SELL INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-04-01 |
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