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Nicholas James White

Harbour Investments, Inc.

Oregon, WI

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Current Employers
Harbour Investments, Inc.

575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2012-07-17
  • WI RA
    APPROVED
    Since 2012-07-17

Branch Locations

Oregon, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harbour Investments Madison WI 07/2012 Present
Green Mountain Wealth Strategies Oregon WI 07/2012 Present
  • 07/2012 → Present
    Harbour Investments
    Madison, WI
  • 07/2012 → Present
    Green Mountain Wealth Strategies
    Oregon, WI
Previous Registrations
  • 2010-02-22 → 2012-07-20
    New England Securities
    Middleton, WI
    Madison, WI
    Middleton, WI
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-02-15
S63 Uniform Securities Agent State Law Examination 2008-05-28
  • S65 Uniform Investment Adviser Law Examination
    2010-02-15
  • S63 Uniform Securities Agent State Law Examination
    2008-05-28

View on SEC IAPD

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