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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2014-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 12/1987 | Present |
| Connecticut Mutual Life Insurance Co | Madison | WI | 11/1992 | Present |
| Harbour Investments, Inc | Madison | WI | 10/2014 | Present |
| Investors Choice | Wisconsin Rapids | WI | 07/2002 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Investor's Choice - DBA 3)Mount Everest Publishing | P.O. Box 422, Wisconsin Rapids, WI 54495 | Owner | Description: Author books | Beginning 2/2020 | 10 hours per month, 0 hours during trading hours | Paid position | Not investment related 4)Wood County Historical Society | 3rd Street South, Grand Rapids, WI 54494 | Description: Board member| Beginning 4/2026 | 2 hour per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-07-09 |
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