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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2000-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments Inc. | Madison | WI | 01/2000 | Present |
| Innovative Financial, Inc | Madison | WI | 01/2000 | Present |
1)Innovative Financial, Inc. - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Robert Sawicki, CPA | 3602 Atwood Avenue, Suite 3, Madison, WI 53714 | Owner | Description: Tax preparation | Beginning 1/1998 | 25 hours per month, 10 during trading hours | Paid position | Not investment related 4)Vinland Acres, LLC | 2408 Kilarney Way, Waunakee, WI 53597 | Owner | Description: Residential real estate rental | Beginning 9/2024 | 5 hours per month, 0 during trading hours | Unpaid | Not investment related 5)Work Plus, Inc. | 2318 Vondron Road, Madison, WI 53718 | Board member | Description: Assist in making decisions for the organization | Beginning 1/2006 | 5 hours per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-27 |
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