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280 N Coast Highway 101, Encinitas, CA 92024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-01-30 |
Branch Locations
280 N Coast Highway 101, Encinitas, CA 92024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2014 | 01/2019 |
| Northwestern Mutual Investment Services Llc | Carlsbad | CA | 02/2014 | 01/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2016 | 01/2019 |
| Clinton W Cooper | La Jolla | CA | 01/2019 | 09/2019 |
| Northwestern Mutual Investment Services Llc | La Jolla | CA | 01/2019 | 09/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2019 | 09/2019 |
| Cooper Capital Advisors, Llc | Cardiff | CA | 09/2019 | Present |
| Purshe Kaplan Sterling Investment | Albany | NY | 09/2021 | Present |
1) 1. Cooper Capital Advisors LLC 2. Investment Related 3. 280 N Coast Hwy 101 Encinitas CA 92024 4. Investment Management 5. Wealth Strategy Director 6. 09/2019 7. 120hrs/mo 8 120 hrs/mo during trading hrs 9. Assemble financial plans, account opening paperwork, and transfer paperwork.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-14 |
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