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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-10-20 |
Branch Locations
5400 King James Way Suite 110, Fitchburg, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Monticello | WI | 07/2019 | 05/2020 |
| Securities America, Inc | Monticello | WI | 05/2020 | 10/2021 |
| Northwestern Mutual | Janesville | WI | 06/2019 | 06/2019 |
| Sports Advantage | Verona | WI | 12/2017 | 07/2019 |
| Xperience Fitness Menasha | Menasha | WI | 08/2017 | 12/2017 |
| Village Of Monticello | Monticello | WI | 05/2010 | 09/2016 |
| Student | La Crosse | WI | 09/2016 | 08/2017 |
| Harbour Investments, Inc. | Madison | WI | 10/2021 | Present |
1)Wealth Distribution Strategies - 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 | 2021-02-22 |
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