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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-10-07 |
Branch Locations
5400 King James Way Suite 110, Fitchburg, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Madison | WI | 03/2002 | 10/2021 |
| Intralok Health Insurance | Madison | WI | 04/2009 | Present |
| Weary Traveler Bar | Madison | WI | 10/2008 | Present |
| Transamerica Financial Advisors, Inc | Madison | WI | 01/2012 | 10/2021 |
| Business Networking International Bni | Charlotte | NC | 09/2020 | Present |
| Harbour Investments, Inc | Madison | WI | 10/2021 | Present |
| Wealth Distribution Strategies | Verona | WI | 10/2021 | Present |
1)Wealth Distribution Strategies - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-20 |
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