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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-06-17 |
Branch Locations
402 Gammon Place Suite 200, Madison, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Motiff & Fayram, Ltd | Madison | WI | 09/2002 | Present |
| New Star Properties | Whitewater | WI | 09/2003 | Present |
| Avantax Investment Services, Inc. | Madison | WI | 03/2010 | 06/2021 |
| Avantax Advisory Services | Madison | WI | 05/2011 | 06/2021 |
| Avantax Insurance Agency, Llc | Madison | WI | 06/2018 | 06/2021 |
| Harbour Investments, Inc. | Madison | WI | 06/2021 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Motiff & Fayram, Ltd. - DBA 3)Motiff & Fayram, Ltd. | 402 Gammon Place, Suite 302, Madison WI 53719 - Partner | Description: Provide account and tax preparation | Beginning 9/2002 | 60 hours per month, 60 hours during trading hours | Paid position | Not investment related 4)New Star Properties East, LLC | 2011 E Washington Avenue, Madison, WI 53704 | Owner | Description: Own and manage rental property | Beginning 9/2003 | 5 hours per month, 0 hours during trading hours | Unpaid | Not investment related 5)Residential Rental | 4325 Lilac Lane, Madison, WI 53711 | Owner | Description: Own and manage a residential property | Beginning 9/2010 | 1 hour per month, 0 during trading hours | Unpaid | Not investment related 6)Schoelkopf, LLC | 312 N. Third Street, Madison, WI 53704 | Owner | Description: Own and manage rental property | Beginning 9/2015 | 5 hours per month, 0 hours during trading hours | Unpaid | Not investment related 7)Vicino, LLC | 6808 University Avenue, Middleton, WI 53562 | Owner | Own and manage rental property | Beginning 9/2015 | 5 hours per month, 0 hours during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-20 |
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