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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2012-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments | Madison | WI | 07/2012 | Present |
| Green Mountain Wealth Strategies | Oregon | WI | 07/2012 | Present |
1) Green Mountain Wealth Advisors – DBA 2) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3) Landlord | 445 South Main Street, Oregon, WI 53575 | Owner | Description: Own a duplex that I rent out | Beginning 5/2006 | 1 hour per month, 0 during trading hours | Paid position | Not investment related 4) Oregon Youth Hockey | 100 N. Perry Parkway, Oregon, WI 53575 | Coach | Description: Coach youth hockey team | Beginning 8/2022 | 10 hours per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-28 |
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