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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc | Montpelier | VT | 06/2014 | 02/2017 |
| Aht | Seattle | WA | 08/2017 | 09/2017 |
| Kestra Investment Services, Llc. | Seattle | WA | 09/2017 | 07/2022 |
| Unemployed | Seattle | WA | 03/2017 | 08/2017 |
| Kestra Advisory Services, Llc. | Seattle | WA | 02/2020 | 07/2022 |
| Koenig Financial Group | Edmonds | WA | 07/2022 | Present |
| Harbour Investments, Inc | Madison | WI | 07/2022 | Present |
1)Edmonds Financial Group, LLC - DBA Koenig Financial Group 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-24 |
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