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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2016-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc | Madison | WI | 04/2015 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Foresight Financial - DBA 3)Foresight Tax Services | 5256 W 106th St, Bloomington MN 55437| Owner | Description: Prepare personal tax returns for financial and non-financial clients | Beginning in 2000 | 180-240 hours per month February 1st through April 15th , 90-120 during trading hours, April 15th through January 31st less than 5 hours total per month | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-02-01 |
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