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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-24 |
| IL | RA | APPROVED | 2025-10-02 |
| WI | RA | APPROVED | 2019-06-24 |
Branch Locations
8010 Excelsior Drive Suite 200, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Madison | WI | 09/2011 | 01/2018 |
| Investacorp Inc | Miami | FL | 01/2018 | 02/2019 |
| Klaas Financial | Fitchburg | WI | 01/2018 | 02/2019 |
| Nan M. Zimdars, Inc. | Fitchburg | WI | 08/2010 | 01/2018 |
| Unemployed | Fitchburg | WI | 02/2019 | 05/2019 |
| Guardian Life Insurance Company Of America | Madison | WI | 05/2019 | Present |
| Park Avenue Securities | Madison | WI | 06/2019 | Present |
1. Pieces of Glass by Janel - Create stained glass pieces. I have been asked to submit one for a fundraiser for Habitat for Humanity and some are for sale, Start Date: 2/6/2023 Address: 5822 Chester Cir, Fitchburg, WI 53719, 10 total hours per month / 0 during securities trading hours, Less than 10% of annual income, Not investment related, 2. Board Member Greater Madison Area SHRM-Vice President, Start Date: 7/1/25, Address: 2820 Walton Commons, Ste 103, Madison, WI 53718, 10 Total hours per month; 5 during securities trading hours, Not Investment Related, No Annual Compensation, 3) Power of Attorney for Jeffrey Kalish-spouse, Start Date: 06/03/2024, Address: 5822 Chester Cir Fitchburg, WI 53719, 0 Total hours per month, Not Investment Related, No Annual Compensation, 4) Insurance other than Guardian-Broker, Nature of Business: Insurance sales, Start date: 04/22/2026, Address: 8010 Excelsior Dr., Suite 200 Madison, WI 53717, Duties: Insurance other than Guardian 1 total hours per month; 1 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-16 |
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