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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-01-10 |
| UT | RA | APPROVED | 2022-01-07 |
| KY | RA | APPROVED | 2021-07-26 |
| MS | RA | APPROVED | 2021-05-21 |
| MO | RA | APPROVED | 2018-11-19 |
| FL | RA | APPROVED | 2017-03-31 |
| CA | RA | APPROVED | 2017-03-17 |
| WA | RA | APPROVED | 2017-02-08 |
| AL | RA | APPROVED | 2017-02-07 |
| GA | RA | APPROVED | 2017-02-07 |
Branch Locations
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
1560 S Eufaula Avenue Suite 12, Eufaula, AL 36027 • 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 |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 10/2002 | 01/2017 |
| Packerland Brokerage Services | Green Bay | WI | 01/2017 | Present |
NOAKES WEALTH MANAGEMENT, LLC 1560 S EUFAULA AVE, SUITE 12 EUFAULA, AL 36027 TITLE: AGENT DUTIES: FIXED ANNUITIES HOURS DEVOTED: 1 HOUR, 1 HOUR DURING SECURITY TRADING HOURS START DATE: 12/15/2016 INVESTMENT AND INSURANCE RELATED EUFAULA BARBOUR CHAMBER OF COMMERCE-BOARD OF DIRECTORS 333 E BROD STREET EUFAULA, AL 36027 NON-SECURITIES RELATED ZERO COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-23 |
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