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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2012-10-30 |
Branch Locations
2600 Westown Parkway Suite 102, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc. | Madison | WI | 01/2005 | Present |
| Triangle Financial Services, Inc. | Des Moines | IA | 08/2004 | Present |
| Community Educators | Dubuque | IA | 09/2014 | Present |
1)Triangle Financial Services, 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)Divorce Better Iowa, LLC | 2600 Westown Pkwy, West Des Moines, IA 50266 | Owner | Description: Divorce mediation services and case coordination for a fee | Beginning 8/2023 | 5 hours per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-09 |
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