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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-03-24 |
Branch Locations
4100 Edison Lakes Parkway Suite 220, Mishawaka, IN 46545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments Inc | Madison | WI | 03/2016 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers. 2)Family Focus Financial - DBA 3)Overflowing Resources | 2620 S Cleveland Avenue, Suite 205, St. Joseph, MI 49085 | Author | Description: Has written one book and is working on two others | Beginning 1/2012 | 5 hours per month, 0 during trading hours | Paid for number of books sold | Not investment related 4)Kingdom Estates | 2620 S Cleveland Avenue, Suite 205, St. Joseph, MI 49085 | Building manager | Description: Manage the building our office is in which is owned by my wife and includes other tenants | Beginning 9/2020 | 3 hours per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-02-05 |
| S65 | Uniform Investment Adviser Law Examination | 2010-07-22 |
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