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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-24 |
| FL | RA | APPROVED | 2025-08-05 |
| MA | RA | APPROVED | 2023-06-30 |
Branch Locations
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
1040 Great Plain Ave Suite 210, Needham, MA 02492 • 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 |
|---|---|---|---|---|
| Self Employed | Weston | MA | 05/2007 | Present |
| Packerland Brokerage Services | Green Bay | WI | 05/2023 | 06/2023 |
| Packerland Brokerage Services | Green Bay | WI | 06/2023 | Present |
Rental Income Duties include tenant selection, drafting and signing rental contracts and collecting rent. 31 Coddington Wharf, Unit 16 Newport, RI 02840 Start date: 1/2021 Non-investment related Stewardship Chair for Greek Orthodox Church of Weston Duties include monitoring stewardship donations, writing articles and delivering speeches on the importance of stewardship, making monthly presentations to the board and answering questions related to stewardship. 57 Brown Street Weston, MA 02493 4 hrs per month non-investment related Weston Youth Soccer Treasurer and board member; Duties include constructing annual budgets, reporting financials to the board, recording income and expenses, paying approves invoices and negotiating contracts 4hrs per month Start date: 10/1/2018 Non-investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-15 |
| S65 | Uniform Investment Adviser Law Examination | 1997-11-13 |
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