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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-29 |
Branch Locations
575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canopy Wealth Management | Middleton | WI | 08/2018 | 01/2024 |
| Wi Department Of Financial Institutions - Division Of Securities | Madison | WI | 07/2011 | 06/2018 |
| Northwestern Mutual Investment Services, Llc | Middleton | WI | 06/2018 | 08/2018 |
| Harbour Investments, Inc | Madison | WI | 01/2024 | Present |
| Harbour Investments, Inc | Madison | WI | 01/2024 | Present |
| Harbour Management, Llc | Madison | WI | 01/2024 | Present |
1)Capital Off-Road Pathfinders | PO Box 44572, Madison, WI 53744| Volunteer | Description: Attend board meetings, finance committee meetings, attend events and promote advocacy in the local community | Beginning 3/2021 | 15 hours per month, 0 during trading hours | Unpaid | Not investment related 2)Closer to North LLC | 7656 Lisa Lane, Apt 127, Middleton, WI 53562 | Owner | Description: Outdoor recreation business creating content and resources to connect like-minded adventure enthusiasts focused on biking, camping, travel and photography | Beginning 3/2025 | 8 hours per month, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-16 |
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