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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Financial Advisors | Granger | IN | 11/2015 | 12/2020 |
| Harbour Investments, Inc | Madison | WI | 05/2016 | Present |
1)Wooden Accounting - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Wooden Accounting | 303 East Main Street, Niles, MI 49120 | Owner | Description: Prepare accounting and tax returns | Beginning 1999 | 7 hours per month, 3 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-01 |
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