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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-05 |
Branch Locations
1242 13Th Ave, Grafton, WI 53024 • United States
10361 W Innovation Dr Ste 300, Wauwatosa, WI 53226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Milwaukee | WI | 02/2025 | Present |
| Principal Securities, Inc | Milwaukee | WI | 02/2025 | Present |
| First National Bank & Trust | Beloit | WI | 09/2024 | 01/2025 |
| State Of Wisconsin | Madison | WI | 04/2024 | 09/2024 |
| Uw- Whitewater | Whitewater | WI | 09/2023 | 04/2024 |
| Generac Power Systems | Janesville | WI | 04/2023 | 09/2023 |
| Uw- Whitewater | Whitewater | WI | 09/2022 | 04/2023 |
| Martin Brower | Whitewater | WI | 04/2022 | 09/2022 |
| Uw- Whitewater | Whitewater | WI | 09/2021 | 04/2022 |
| Big Help Movers | Milton | WI | 04/2021 | 09/2021 |
| Fort Atkinson High School | Fort Atkinson | WI | 09/2019 | 04/2021 |
| Walmart | Jefferson | WI | 06/2019 | 09/2019 |
| Fort Atkinson High School | Fort Atkinson | WI | 09/2017 | 06/2019 |
| Culvers | Fort Atkinson | WI | 05/2017 | 09/2017 |
| Fort Atkinson Middle School | Fort Atkinson | WI | 02/2015 | 05/2017 |
| Harrison Financial | Grafton | WI | 08/2025 | Present |
**FIXED INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/30/2025 ADDRESS: 1242 13 Ave, Grafton WI 53024, United States DESCRIPTION: Sales of fixed products including: fixed life, fixed annuities, DI, LTC, Health, Medical, Group products. **HARRISON FINANCIAL (DBA) POSITION: Financial Professional NATURE: DI Life Insurance & annuities Securities financial planning INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2025 ADDRESS: 1242 13 Ave, Grafton WI 53024, United States DESCRIPTION: Joining existing DBA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-02 |
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