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Goleta, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-14 |
| NC | RA | APPROVED | 2025-09-18 |
| CO | RA | APPROVED | 2023-01-06 |
| WA | RA | APPROVED | 2022-01-03 |
| CA | RA | APPROVED | 2021-09-17 |
| NY | RA | APPROVED | 2021-09-17 |
| TX | RA | APPROVED | 2021-09-17 |
Branch Locations
Goleta, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Learnvest Planning Services | Scottsdale | AZ | 08/2014 | 06/2018 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 07/2018 | 06/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2014 | 06/2019 |
| Your Richest Life Llc | Olympia | WA | 01/2020 | 12/2020 |
| Learnlux Inc. | Olympia | WA | 06/2019 | 12/2023 |
| Natalie Taylor Consulting Services, Llc | Olympia | WA | 05/2020 | 09/2021 |
| Natalie Taylor Consulting Services, Llc | Olympia | WA | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-12 |
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