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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 05/2015 | 03/2022 |
| The Tranel Financial Group | Libertyville | IL | 02/2015 | 03/2022 |
| Burkholder Wealth Management | Tulsa | OK | 03/2022 | 11/2024 |
| The Tranel Financial Group | Libertyville | IL | 11/2024 | Present |
| Money Concepts Capital Corp. | Libertyville | IL | 03/2025 | 04/2026 |
| Harbour Investments, Inc. | Madison | WI | 09/2025 | Present |
| 818 Capital Group, Llc | Sarasota | IL | 11/2024 | Present |
1)Tranel Financial Group - DBA 2)818 Capital Group, LLC | 1509 N Milwaukee Avenue, Libertyville, IL 60048 | Employee | Description: Customer service | Payroll company | Beginning 12/2019 | 3 hours per month, 3 during trading hours | Paid position | Not investment related 3)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-17 |
| S66 | Uniform Combined State Law Examination | 2015-06-22 |
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