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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-12-10 |
Branch Locations
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
Osceola, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc | Madison | WI | 06/2016 | 06/2017 |
| J.D. Mellberg Financial, Llc | Tucson | AZ | 05/2017 | 12/2017 |
| Secure Investment Managment, Llc | Tucson | AZ | 06/2017 | 01/2018 |
| Madison Avenue Securities, Llc | San Diego | CA | 01/2018 | 12/2020 |
| Packerland Brokerage Services | Green Bay | WI | 12/2020 | Present |
NAME: ASSET MARKETING SYSTEMS, LLC; ADDRESS:15050 AVENUE OF SCIENCE, SUITE 100 SAN DIEGO, CA 92128; NATURE: FMO/FIXED INSURANCE SALES; POSITION:INSURANCE & FIA SALES; START DATE:01/2018; HOURS/MONTH:120; TRADING HOURS/MONTH:120; DUTIES:INSURANCE & FIA SALES PACIFIC LIFE PRODUCER ALLIANCE FIA, FA SALES, JACKSON NATIONAL FIXED, INSURANCE AND FIA SALES. NON VARIABLE LIFE, HEALTH, DISABILITY INSURANCE SALES, ASSET BASED LTC, LTC SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-10 |
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