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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2013-06-13 |
Branch Locations
2301 Riverside Dr Suite 2, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments | Madison | WI | 09/2012 | Present |
| John Patrick Planning Group | Green Bay | WI | 08/1983 | Present |
1) John Patrick Planning Group - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Breezeway Bubbles Scuba | 161 Horizon Drive #104, Verona, WI 53593 | Instructor | Description: give lessons for scuba diving | Beginning 8/2023 | 1 Hours per month, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-31 |
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