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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-18 |
| TX | RA | APPROVED_RES | 2026-03-18 |
Branch Locations
260 N Josephine St Ste 200, Denver, CO 80206 • 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 | Milwaukee | WI | 03/2016 | 03/2026 |
| Northwestern Mutual Investment Services Llc | Lakewood | CO | 03/2016 | 03/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2016 | 03/2026 |
| Ameriprise Financial Services, Llc | Denver | CO | 03/2026 | Present |
Independent Insurance Brokering; Northwestern Mutual; 04/01/2016; Whole Life, Term Life, Disability Income. Business Ownership; JCSF, LLC; Owner; LLC used before I transitioned to Ameriprise. Used as the majority of my income was 1099.; 14821 Forest Way, , Thornton, CO 80602-7499, CO, 80602; Investment-Related; 12/23/2020; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-25 |
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