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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
Visalia, CA • 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 |
|---|---|---|---|---|
| Inheritance Management | Visalia | CA | 07/2001 | Present |
| Signator Investors, Inc. | Visalia | CA | 05/2016 | 11/2016 |
| Packerland Brokerage Services | Green Bay | WI | 11/2016 | Present |
1)A&R BURROW'S FINANCIAL 7 ESTATE PLANNING INC 14453 AVE 344 VISALIA, CA 93292 TITLE: PLANNER DUTIES: LIFE, FIXED, LTC AND ESTATE PLANNING HOURS DEVOTED: 10 HOURS, 10 DURING SECURITY TRADING HOURS START DATE: 12/07/2016 INVESTMENT AND INSURANCE RELATED 2)RWBL PROPERTIES 512 N COURT ST VISALIA, CA 93291 TITLE: MANAGER/PARTNER DUTIES: RENTAL PROPERTY START DATE: 10/1/2005 HOURS DEVOTED: 10 HOURS, 10 DURING SECURITY TRADING HOURS NON INVESTMENT OR INSURANCE RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-04 |
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