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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-12-15 |
| HI | RA | APPROVED | 2023-12-15 |
Branch Locations
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
Kaneohe, HI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Caregiver Foundation | Pearl City | HI | 08/2014 | Present |
| Saxony Securities Inc | St. Louis | MO | 01/2015 | 12/2023 |
| Packerland Brokerage Services | Green Bay | WI | 12/2023 | Present |
1) THE CAREGIVER FOUNDATION 926 3rd Street, Pearl City, HI 96782, PART TIME EMPLOYMENT, CARE COORDINATOR, 20-30 HOURS PER MONTH, 1-20% TOTAL COMPENSATION. 2) WHITAKER FINANCIAL CONSULTING, DBA FOR INVESTMENT AND INSURANCE RELATED BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-13 |
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