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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Extended Personal Service Insurance | Columbus | WI | 02/1978 | Present |
| Gf Investment Services, Llc | Sarasota | FL | 06/2014 | 12/2017 |
| Global Financial Private Capital, Llc | Sarasota | FL | 06/2014 | 12/2017 |
| Eps Financial | Columbus | WI | 05/2014 | Present |
| Harbour Investments, Inc | Madison | WI | 01/2018 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Extended Personal Service, Ltd. - DBA EPS Financial 3)SIM | 125 W. Ina Road, Tucson, AZ 85741 | Solicitor | Description: Client Services Coordinator | Beginning 2006 | 1 hour per month, 1 hour during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-02 |
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