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Current Employers
Harbour Investments, Inc.

575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-09-22
  • IL RA
    APPROVED
    Since 2025-09-22

Branch Locations

1509 N Milwaukee Ave, Libertyville, IL 60048 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Full - Time Education Newland NC 08/2014 08/2018
Under Armour Asheville NC 05/2019 08/2019
Beech Mountain Club Beech Mountain NC 03/2020 06/2020
Walnut Cove Golf Course Asheville NC 05/2021 08/2021
Forcht Group Of Kentucky Lexington KY 07/2021 09/2021
Bethel University Mishawaka IN 08/2022 05/2023
Korhorn Financial Group Edwardsburg MI 09/2022 04/2023
Lex Twenty Asheville NC 05/2022 08/2022
Staples Chicago IL 04/2023 10/2023
Iqvia Chicago IL 10/2023 11/2024
The Tranel Financial Group Libertyville IL 11/2024 Present
Money Concepts Capital Corp Palm Beach Gardens FL 03/2025 04/2026
University Of North Carolina Asheville Asheville NC 06/2018 06/2022
Harbour Investments, Inc. Madison WI 09/2025 Present
818 Capital Group, Llc Libertyville IL 11/2024 Present
  • 08/2014 → 08/2018
    Full - Time Education
    Newland, NC
  • 05/2019 → 08/2019
    Under Armour
    Asheville, NC
  • 03/2020 → 06/2020
    Beech Mountain Club
    Beech Mountain, NC
  • 05/2021 → 08/2021
    Walnut Cove Golf Course
    Asheville, NC
  • 07/2021 → 09/2021
    Forcht Group Of Kentucky
    Lexington, KY
  • 08/2022 → 05/2023
    Bethel University
    Mishawaka, IN
  • 09/2022 → 04/2023
    Korhorn Financial Group
    Edwardsburg, MI
  • 05/2022 → 08/2022
    Lex Twenty
    Asheville, NC
  • 04/2023 → 10/2023
    Staples
    Chicago, IL
  • 10/2023 → 11/2024
    Iqvia
    Chicago, IL
  • 11/2024 → Present
    The Tranel Financial Group
    Libertyville, IL
  • 03/2025 → 04/2026
    Palm Beach Gardens, FL
  • 06/2018 → 06/2022
    University Of North Carolina Asheville
    Asheville, NC
  • 09/2025 → Present
    Madison, WI
  • 11/2024 → Present
    818 Capital Group, Llc
    Libertyville, IL
Previous Registrations
Other Businesses

1) The Tranel Financial Group – DBA 2) 818 Capital Group, LLC | 1509 N. Milwaukee Avenue, Libertyville, IL 60048 | Employee | Description: Perform various tasks to serve clients of the firm | Beginning 6/2023 | 40 hours per month, 40 during trading hours | Paid position | Investment related 3) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-08
S65 Uniform Investment Adviser Law Examination 2025-08-05
  • S66 Uniform Combined State Law Examination
    2025-09-08
  • S65 Uniform Investment Adviser Law Examination
    2025-08-05

View on SEC IAPD

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