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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-20 |
Branch Locations
4875 Pearl East Cir Ste 200, Boulder, CO 80301-2600 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Albuquerque | NM | 12/2020 | 01/2025 |
| Aerotek | Albuquerque | NM | 08/2017 | 02/2020 |
| Lippert Components | Goshen | IN | 10/2016 | 08/2017 |
| Columbus Crew Sc | Columbus | OH | 06/2016 | 10/2016 |
| Unemployed | Albuquerque | NM | 02/2020 | 12/2020 |
| Morgan Stanley | Boulder | CO | 04/2025 | 05/2026 |
| Phillip Wilson Schell | Boulder | CO | 06/2026 | Present |
| Northwestern Mutual Investment Services Llc | Boulder | CO | 07/2026 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-29 |
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