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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Oregon | Eugene | OR | 06/2015 | 06/2019 |
| Northwestern Mutual | Milwaukee | WI | 06/2019 | 09/2019 |
| Glayisers Solicitors | Manchester | 06/2018 | 09/2018 | |
| Steinhafles | Waukeshau | WI | 06/2017 | 09/2017 |
| Edward Jones | Pewaukee | WI | 12/2019 | 12/2021 |
| Harbour Investments, Inc | Madison | WI | 01/2022 | Present |
| Clearstep Financial | Greenfield | WI | 12/2021 | Present |
1)Clearstep Financial - 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 | 2020-03-03 |
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