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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 01/2025 | 07/2025 |
| Sleepy Hollow Chevrolet Buick Gmc | Viroqua | WI | 09/2014 | 12/2024 |
| Harbour Investments, Inc | Madison | WI | 08/2025 | Present |
| Cade Financial Services | Viroqua | WI | 08/2025 | Present |
1)Cade Financial Services - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Kickapoo Area School District | S6520 WI-131, Viola, WI 54664 | School Board Member | Description: Help make decisions for the school district | Beginning 12/2022 | 3 hours per month, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-07 |
| S65 | Uniform Investment Adviser Law Examination | 2025-09-10 |
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