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5187 Utica Ridge Rd, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-07-15 |
Branch Locations
43 N. Broad Street, Canfield, OH 44406 • United States
2008 Ella Court, Marinette, WI 54143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Rule, American Republic, John Hancock, Marinette Ins. | Marinette | WI | 03/2004 | 10/2024 |
| Mass Mutual, First Colony | Marinette | WI | 03/2004 | 10/2024 |
| Tupper Financial | Marinette | WI | 11/2002 | 12/2018 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 07/2025 |
| Ausdal Financial Partners, Inc | Davenport | IA | 07/2025 | Present |
| American Portfolios | Marinette | WI | 02/2007 | 10/2024 |
1) COBRITY FINANCIAL ; INVESTMENT RELATED; MARINETTE, WI; DBA; AGENT; ACTIVITY BEGAN 2018; I DEVOTE APPX 4 HOURS PER MONTH TO THIS ACTIVITY WITH 2 OF THOSE HOURS DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS. 2) WEATHERVANE PROPERTY; NOT INVESTMENT RELATED; MARINETTE, WI; VICE PRESIDENT; COMMERCIAL PROPERTY; ACTIVITY BEGAN 10/2023; I DEVOTE APPX 1 HOUR PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; MANAGE AND MAINTAIN COMMERCIAL OFFICE BUILDING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-20 |
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