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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lena-Winslow High School | Lena | IL | 01/2015 | 05/2018 |
| Highland Community College | Freeport | IL | 05/2018 | 12/2021 |
| Nationwide Inbound | Freeport | IL | 03/2019 | 06/2019 |
| Walmart | Sterling | IL | 08/2021 | 01/2022 |
| Columbia College | Freeport | IL | 12/2021 | 12/2024 |
| Pearl City Elevator | Lena | IL | 06/2022 | 12/2022 |
| Royal Services | Winslow | IL | 12/2022 | Present |
| Cornerstone Financial | Roscoe | IL | 01/2025 | Present |
| Harbour Investments, Inc | Madison | WI | 03/2025 | Present |
1) Cornerstone Financial Planning - DBA 2) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3) Generations Financial - DBA | 8131 W State Line Road, Winslow, IL 61089 | Owner | Description: Business created for tax structure and business purposes | Beginning 7/2025 | 1 hour per month, 0 during trading hours | Paid position | Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-22 |
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