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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-21 |
Branch Locations
4250 Executive Sq Ste 400, La Jolla, CA 92037 • 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 |
|---|---|---|---|---|
| David Miller | La Jolla | CA | 02/2026 | Present |
| Northwestern Mutual Investment Services, Llc | La Jolla | CA | 05/2026 | Present |
| The Vanguard Group, Inc. | Charlotte | NC | 06/2018 | 07/2021 |
| Smith & Howard Wealth Management | Atlanta | GA | 05/2017 | 07/2017 |
| Unemployed | Athens | GA | 12/2017 | 06/2018 |
| Student | Athens | GA | 08/2014 | 12/2017 |
| Facet Wealth | Baltimore | MD | 08/2021 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-26 |
| S66 | Uniform Combined State Law Examination | 2018-07-31 |
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