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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kiss Financial Services | Richland | MI | 01/2015 | Present |
| Western Michigan University | Kalamazoo | MI | 01/2015 | Present |
| Harbour Investments, Inc | Madison | WI | 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)Kiss Financial Services - DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-29 |
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