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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2003-08-25 |
Branch Locations
19265 W Capitol Drive Suite 205, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-21 |
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