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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-02-14 |
Branch Locations
429 S Phelps Ave Suite 701, Rockford, IL 61108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Rockford | IL | 04/2011 | 01/2019 |
| Mml Investors Services, Llc | Rockford | IL | 03/2017 | 02/2019 |
| Harbour Investments, Inc | Madison | WI | 02/2019 | Present |
| Meraki Wealth Management | Rockton | IL | 02/2019 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Meraki Wealth Management - DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-18 |
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