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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-03 |
Branch Locations
304 Inverness Way S Ste 165, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Home Depot | Middleton | CT | 04/2015 | 09/2016 |
| Foresters Financial | Denver | CO | 03/2018 | 06/2019 |
| Foresters Financial | East Hartford | CT | 01/2017 | 02/2018 |
| Student | New Britain | CT | 08/2012 | 12/2016 |
| Glendon Babcock | Englewood | CO | 09/2019 | 06/2024 |
| Northwestern Mutual Investment Services Llc | Englewood | CO | 09/2019 | Present |
| Jangle Holdings And Insurance Services, Llc | Englewood | CO | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-16 |
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