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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-05 |
| UT | RA | APPROVED | 2026-08-03 |
Branch Locations
2901 West Blue Grass Blvd Suite 320, Lehi, UT 84048 • United States
Orem, UT • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2015 | 07/2026 |
| Northwestern Mutual Investment Services Llc | Minot | ND | 03/2016 | 06/2017 |
| Northwestern Mutual Investment Services Llc | Provo | UT | 06/2017 | 07/2026 |
| Helium Up | St George | UT | 05/2017 | 04/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2018 | 07/2026 |
| Mml Investors Services, Llc | Lehi | UT | 07/2026 | Present |
| Massmutual Life Insurance Company | Lehi | UT | 07/2026 | Present |
(1) NAME: MICHAEL PELO INV REL: Y ADD: 2901 WEST BLUE GRASS BLVD, SUITE 320, LEHI, UT 84048 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 07/17/2026 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES & HEALTH (2) NAME: PEAK POWER REAL ESTATE, LLC INV REL: N ADD: RESIDENTIAL ADDRESS NATURE: SIMPLE RENTAL PROPERTY POSITION: OWNER START DATE: 01/01/2020 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: LANDLORD
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-12-15 |
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