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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-14 |
Branch Locations
Cottonwd Hts, UT • United States
Cottonwood Heights, UT • United States
720 E Wisconsin Ave, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | South Jordan | UT | 04/2016 | 11/2018 |
| Lone Peak Advisers, Inc | Draper | UT | 04/2019 | 03/2023 |
| Transitional Broker | Draper | UT | 05/2020 | 03/2023 |
| N/A | Cottonwood Heights | UT | 12/2018 | 04/2019 |
| Goldman Sachs | Salt Lake City | UT | 08/2023 | 03/2024 |
| Lpl Enterprise, Llc | Fort Mill | SC | 10/2024 | 12/2025 |
| N/A | Cottonwood Heights | UT | 03/2023 | 08/2023 |
| N/A | Cottonwood Heights | UT | 03/2024 | 10/2024 |
| Lpl Financial Llc | Fort Mill | SC | 10/2024 | 12/2025 |
| N/A | Cottonwood Heights | UT | 12/2025 | 05/2026 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2026 | Present |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-23 |
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