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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-11-02 |
Branch Locations
6515 Grand Teton Plz Suite 106, Madison, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Bethesda | MD | 08/2016 | 12/2017 |
| International Assets Advisory, Llc | Madison | WI | 01/2018 | 11/2018 |
| Harbour Investments, Inc. | Madison | WI | 11/2018 | Present |
| Aerie Preferred Financial Group, Llc | Madison | WI | 11/2018 | Present |
1)AERIE Preferred Financial Group, LLC - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Various Public Libraries | Teacher | Description: Education teaching | Beginning 5/2013 | 3 hours per month, 0 during trading hours | Unpaid | Not investment related 4)City of Middleton | 7424 Elmwood Avenue, Middleton, WI 53562 | Board Member | Description: Review various board activities | Beginning 2/2021 | 2 hours per month, 0 during trading hours | Unpaid | Not investment related 5)Buildings Committee | 3410 Valley Creek Circle, Middleton, WI 53562 | Home Owner, Committee Member, Volunteer | Description: Review structures in the area I live | Beginning 5/2024 | 1 hour per month, 0 during trading hours | Unpaid | Not investment related 6)American Diabetes Association | P.O. Box 7023 Merrifield, VA 22116 | Teacher | Description: Education teaching | Beginning 5/2013 | 2 hours per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-13 |
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