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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-03 |
Branch Locations
7210 East State Street , Rockford , IL 61108 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Rockford | IL | 01/2012 | 08/2019 |
| Summit Financial Grp | Rockford | IL | 01/2012 | 08/2019 |
| Harbour Investments, Inc | Madison | WI | 08/2019 | 12/2024 |
| Main Street Financial | Rockford | IL | 09/1996 | 12/2024 |
| Packerland Brokerage Services | Green Bay | WI | 09/2025 | Present |
| Unemployed - Had Non-Compete Clause | Rockford | IL | 01/2025 | Present |
1)ILLINOIS SONS OF THE AMERICA REVOLUTION, IS NOT INVESTMENT RELATED, 4983 BROOKVIEW RD ROCKFORD IL 61107, ILLINOIS DIRECTOR OF YOUTH EDUCATION, START DATE 10/15/2024 END DATE 10/31/2026, 8 HRS PER MONTH, 0 HRS DURING TRADING HRS, SUPPORT THE EDUCATION OF ILLINOIS YOUTH IN THE AREA OF US CONSTITUTION, COLONIAL HISTORY AND PATRIOTIC PRACTICE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-01 |
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