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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2016-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments Inc | Madison | WI | 08/2000 | Present |
| First Rate Financial | Dodgeville | WI | 09/2000 | 01/2021 |
| 1St Rate Wealth Management | Dodgeville | WI | 01/2021 | Present |
1)1st Rate Wealth Management - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)M & G Realty, LLC | 100 E. Chapel Street, Dodgeville, WI 53533 | Owner | Description: Own office building | Beginning 1/2006 | 4 hours per month, 0 during trading hours | Paid position | Not investment related 4)M & G Realty, LLC | 5312 175th Avenue, Ottuma, IA 52501 | Owner | Description: Own farmland rental | Beginning 06/2024 | 4 hours per month, 0 during trading hours | Paid position | Not investment related 5)Landlord | 860 Willow Springs Road, Cobb, WI 53526 | Owner | Description: Own residential rental | Beginning | 1 hour per month, 0 hours during trading hours | Unpaid | Not investment related 6)Iowa-Grant Educational Foundation | 498 County Highway IG, Livingston, WI 53554 | Board member | Description: Support educational enrichment activities | Beginning 10/2022 | 1 hour per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-22 |
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