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13 S. Tejon St. Suite 400, Colorado Springs, CO 80903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-10-06 |
| TX | RA | APPROVED | 2021-10-06 |
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 | 07/2009 | 09/2021 |
| Northwestern Mutual Investment Services, Llc | Colorado Springs | CO | 07/2009 | 09/2021 |
| Northwestern Mutual Investment Services Llc | Colorado Springs | CO | 10/2013 | 09/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2014 | 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. 2. BOARD MEMBER, INVESTMENT COMMITTEE, DISCOVER GOODWILL, 1460 GARDEN OF GODS ROAD, COLORADO SPRINGS, , COLORADO, 80907, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 4/18/2017, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, SERVE ON INVESTMENT COMMITTEE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-07 |
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