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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-16 |
| TX | RA | APPROVED | 2026-03-16 |
Branch Locations
3939 E. Arapahoe Road Suite 100, Centennial, CO 80122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2013 | 03/2026 |
| Northwestern Mutual Investment Services, Llc | Portland | OR | 05/2013 | 03/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2016 | 03/2026 |
| Nrg Motorsports | Braselton | GA | 03/2019 | 12/2021 |
| Raymond James Financial Services, Inc. | Centennial | CO | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Centennial | CO | 03/2026 | Present |
(1)Name of Business: Address: 3939 E Arapahoe Rd Ste 100, Centennial, CO, 80122-2075, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/13/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I sometimes sell life insurance policies with several carriers and receive premium as the licensed insurance agent. This is multiple carriers that I am agent of record as well. We are contracted to Prudential, United of Omaha, Petersen International, Banner Life, Protective, Pacific and Genworth. (2)Name of Business: Jacob Allen Day LLC Address: 3939 E Arapahoe Rd Ste 100, Centennial, CO, 80122-2075, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/08/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the flow through entity for our advisory business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-11-21 |
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