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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-17 |
Branch Locations
20560 N. Westpark Pl., Deer Park, IL 60010 • United States
575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Addison | IL | 12/2007 | 08/2026 |
| J.W. Cole Financial, Inc. | Tampa | FL | 01/2011 | 08/2026 |
| Harbour Investments, Inc. | Madison | WI | 08/2026 | Present |
1) Cornerstone Wealth Management - DBA 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 | 2005-02-17 |
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