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Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-15
  • CO RA
    APPROVED
    Since 2026-07-15

Branch Locations

825 Simms St, Lakewood, CO 80401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Corient Denver CO 01/2025 01/2026
Ubs Financial Services Denver CO 08/2021 01/2025
Rooted Path Yoga Westminster CO 08/2021 02/2022
Merrill Lynch Atlanta GA 11/2016 08/2021
Ayco Goldman Sachs Atlanta GA 01/2016 11/2016
Enchanted Movement Llc Westminster CO 10/2021 Present
Luna Lagoona Llc Westminster CO 05/2023 Present
Bryan Lee Austin Lakewood CO 03/2026 05/2026
Bryan Austin Lakewood CO 05/2026 Present
Northwestern Mutual Investment Services Llc Lakewood CO 05/2026 Present
Kruti Dance Academy Duluth GA 01/2013 05/2020
Chuze Fitness Westminster CO 08/2024 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 08/2026 Present
  • 01/2025 → 01/2026
    Denver, CO
  • 08/2021 → 01/2025
    Ubs Financial Services
    Denver, CO
  • 08/2021 → 02/2022
    Rooted Path Yoga
    Westminster, CO
  • 11/2016 → 08/2021
    Merrill Lynch
    Atlanta, GA
  • 01/2016 → 11/2016
    Ayco Goldman Sachs
    Atlanta, GA
  • 10/2021 → Present
    Enchanted Movement Llc
    Westminster, CO
  • 05/2023 → Present
    Luna Lagoona Llc
    Westminster, CO
  • 03/2026 → 05/2026
    Bryan Lee Austin
    Lakewood, CO
  • 05/2026 → Present
    Bryan Austin
    Lakewood, CO
  • 05/2026 → Present
    Lakewood, CO
  • 01/2013 → 05/2020
    Kruti Dance Academy
    Duluth, GA
  • 08/2024 → Present
    Chuze Fitness
    Westminster, CO
  • 08/2026 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Previous Registrations
Other Businesses

1. OWNER, ENCHANTED MOVEMENT, LLC, 11810 ZENOBIA LOOP, WESTMINSTER, , COLORADO, 80031, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 10/1/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, DANCE & YOGA - PERFORMING AND TEACHING, NON-INVESTMENT RELATED 2. OWNER, MILENA LLC, 811 EXCHANGE CIRCLE, BETHLEHEM, , GEORGIA, 30620, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 7/1/2026, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NO RESPONSIBILITIES OR DUTIES. THIS IS RELATED TO MY FAMILY'S HOTEL BUSINESS. NON-INVESTMENT RELATED 3. OWNER, LUNA LAGOONA LLC, 1144 LAKE AVENUE, BERTHOUD, , COLORADO, 80513, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 10/1/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NO DUTIES. THIS IS MY HUSBAND'S BUSINESS AND I AM JUST A PART OWNER. NON-INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-30
  • S66 Uniform Combined State Law Examination
    2017-10-30
Other Names
  • Avanti Atul Patel
  • Avanti Patel Deon
  • Avanti Atul Deon
  • Avanti P. Deon

View on SEC IAPD

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