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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2004-05-07 |
Branch Locations
3510 Parmenter St Suite 103, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc | Madison | WI | 04/2007 | Present |
| Point B Wealth Advisors | Middleton | WI | 11/2009 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Point B Wealth Advisors - DBA 3)Rotary Club of Madison South | P.O. Box 259672, Madison, WI 53725 | Board Member | Description: Participate on the board for philanthropic organization| Beginning 7/2018 | 1 hour per month, 0 during trading hours | Unpaid | Not investment related 4)HighwoodsWorks | 4928 Highwood Circle, Middleton, WI 53562 | Board of Directors | Description: Participate on the board for manufacturing company | Beginning 1/2021 | 20 hours per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-07 |
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