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5898 Copley Dr. Suite 101, San Diego, CA 92111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-14 |
Branch Locations
5898 Copley Dr. Suite 101, San Diego, CA 92111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | San Diego | CA | 08/2009 | 05/2021 |
| Hilton Gaslamp | San Diego | CA | 03/2017 | 10/2018 |
| Amc Inc | San Diego | CA | 11/2018 | 04/2019 |
| Courtyard Marriott San Diego Downtown | San Diego | CA | 05/2019 | 05/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2020 | 09/2022 |
| Northwestern Mutual Investment Services Llc | San Diego | CA | 05/2021 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2022 | 09/2022 |
| Marriott | San Diego | WI | 03/2022 | Present |
| Marshall Mcgowan | San Diego | CA | 09/2022 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2022 | Present |
| Copley Financial Group, Inc. | San Diego | CA | 07/2026 | Present |
1.BELLMAN, MARRIOTT, 530 BROADWAY, SAN DIEGO, , CALIFORNIA, 92101, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 5/15/2021, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, BELLMAN, HANDLING GUEST LUGGAGE 2. Heritage Tax & Insurance; case design specialist, 40 hrs/wk, 3. CFG RIA; case design specialist, 80 hrs/wk
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-07 |
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