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6312 S Fiddlers Green Circle Suite 300E, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-08-17 |
Branch Locations
6312 S Fiddlers Green Circle Suite 300E, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2006 | 11/2018 |
| Northwestern Mutual Investment Services Llc | Denver | CO | 06/2006 | 11/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2016 | 11/2018 |
| Mass Mutual Life Insurance Company | Denver | CO | 11/2018 | 02/2021 |
| Mml Investors Services | Denver | CO | 12/2018 | 02/2021 |
| Peak Financial Guidance | Greenwood Village | CO | 03/2021 | Present |
JL Financial; Investment-related; Aurora, CO; Insurance; Producer; Since 2019; 15 hours per month; 10 hours per month during trading; Holding company for insurance revenue.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-29 |
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