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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cr Fitness Holdings Llc | Tampa | FL | 10/2019 | 01/2025 |
| Youfit Health Clubs | Saint Petersburg | FL | 09/2013 | 10/2019 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 10/2024 | 04/2026 |
| 818 Capital Group | Libertyville | IL | 10/2024 | Present |
| Harbour Investments, Inc. | Madison | WI | 09/2025 | Present |
| The Tranel Financial Group | Sarasota | IL | 10/2024 | Present |
1) Tranel Financial Group – DBA 2) 818 Capital Group, LLC | Address | 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 4) Rotary Club of Safety Harbor Noon | 1003 Doctor ML King Jr Street North, Safety Harbor, FL 34695 | Treasurer | Description: perform accounting duties | Beginning 8/2025 | 4 hour per month, 4 during trading hours | Unpaid | Not investment related 5) Wheels of Success | 13116 N Florida Avenue, Tampa, FL 33612 | Board Member | Description: Help make decisions for the organization | Beginning 8/2026 | 1 hour per month, 1 hour during trading hours | Unpaid | Not investment related 6) Safety Harbor Chamber of Commerce | 200 Main Street, Safety Harbor, FL 34685 | Board Member | Description: Help with planning and logistics | Beginning 10/2026 | 1 hour per month, 1 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-26 |
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