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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | TEMPREG | 2026-08-17 |
Branch Locations
20560 N. Westpark Pl., Deer Park, IL 60010 • United States
575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies | South Elgin | IL | 12/2000 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 01/2011 | 08/2026 |
| Chicago Investment Advisory Council | St. Charles | IL | 02/2011 | 08/2026 |
| Harbour Investments, Inc. | Madison | WI | 08/2026 | Present |
1) Cornerstone Wealth Management Partners, LLC – DBA 2) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3) Lazarus House | 214 Walnut Street, St. Charles, IL 60010 | Board Member | Description: Homeless shelter | Beginning 1/2012 | 4 hours per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 2000-11-11 |
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