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664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
Wisconsin Dells, WI • United States
664 S Rivershore Lane Suite 150, Eagle, ID 83616 • USA
664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
908 8Th St Ste 2, Baraboo, WI 53913 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2016 | 03/2021 |
| Unemployed | Indianapolis | IN | 08/2016 | 10/2016 |
| American Independent Securities Group | Eagle | ID | 03/2021 | Present |
1. Simenz Real Estate LLC Type of Business: Rental Real Estate Milwaukee, WI Not Investment Related Start Date 09/01/2005 Owner Hours per week: 0 No annual responsibilities. All management/maintenance is outsourced. 2. Fixed Insurance Sales, Agent. Not Investment Related. Start Date 03/2021 Sales of fixed insurance products 3. Agrace Foundation- Planned Giving Advisory Counsel, Board Member, Not Investment Related, Baraboo, WI Start Date 03/15/2021, 0 Hours during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-11 |
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