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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-07-23 |
Branch Locations
2725 Airview Blvd Suite 204, Portage, MI 49002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Kalamazoo | MI | 03/2016 | 05/2019 |
| Old National Bank | Portage | WI | 03/2016 | 05/2019 |
| Harbour Investments, Inc | Madison | WI | 05/2019 | Present |
| Derby Financial & Associates | Kalamazoo | MI | 05/2019 | 08/2026 |
| Legacy Advisory Group | Portage | MI | 08/2026 | Present |
1) Legacy Advisory Group - DBA 2) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-11-06 |
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