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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2016-06-08 |
Branch Locations
401 N Main St Suite 2, Austin, MN 55912 • United States
7900 International Dr Suite 300 Pmb 3335, Bloomington, MN 55425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc | Madison | WI | 03/2016 | Present |
| Clearstep Financial | Bloomington | MN | 03/2016 | 12/2023 |
| Avila Wealth Management | Bloomington | MN | 01/2024 | Present |
1)Avila 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)MC Brashier Enterprise, LLC - DBA | 7900 International Drive, Suite 300, PMB 3335, Bloomington, MN 55425 | Owner | Description: Business created for tax structure and business purposes | Beginning 3/2021 | 1 hour per month, 0 during trading hours | Paid position | Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-31 |
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