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Current Employers
Harbour Investments, Inc.

575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2003-08-25
  • WI RA
    APPROVED
    Since 2003-08-25

Branch Locations

19265 W Capitol Drive Suite 205, Brookfield, WI 53045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harbour Investments, Inc. Madison WI 02/2003 Present
Capital Solutions Brookfield WI 08/2002 Present
Marquette Univ. High School Milwaukee WI 08/2003 Present
Czukas, Mccall & Assoc., Inc. Brookfield WI 02/2003 Present
  • 02/2003 → Present
    Madison, WI
  • 08/2002 → Present
    Capital Solutions
    Brookfield, WI
  • 08/2003 → Present
    Marquette Univ. High School
    Milwaukee, WI
  • 02/2003 → Present
    Czukas, Mccall & Assoc., Inc.
    Brookfield, WI
Other Businesses

1)CM&A Wealth Management - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)St. John Vianney Parish | 1755 N Calhoun Road, Brookfield, WI 53005 | Volunteer | Description: Festival coordination | Beginning 1/2016 | 2 hours per month, 0 during trading hours | Unpaid | Not investment related 4)Marquette University High School | 3401 W Wisconsin Avenue, Milwaukee, WI 53208 | Assistant Varsity Football Coach | Description: Coach players | Beginning 8/2022 | 40 hours per month, 0 during trading hours | Paid Position | Not investment related 5)JC Capital Management LLC | 19265 W Capitol Drive, Suite 205, Brookfield, WI 53045 | Owner | Description: File annual reports and accounting for spouse's publishing company | Beginning 9/2022 | 2 hours per month, 0 during trading hours | Unpaid | Not investment related 6)Conservancy of Healing and Heritage | 7410 W Rawson Avenue, Franklin, WI 53132 | Board Member | Description: Review financial statements and provide guidance for conservancy endeavors | Beginning 7/2023 | 3 hours per month, 2 during trading hours | Unpaid | Not investment related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-21
  • S66 Uniform Combined State Law Examination
    2003-08-21

View on SEC IAPD

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