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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-02-05 |
Branch Locations
5940 Seminole Centre Ct Suite 210, Madison, WI 53711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors, Llc. | Franklin | TN | 09/2005 | 12/2020 |
| Wealth Distribution Strategies | Verona | WI | 01/2021 | 04/2024 |
| Harbour Investments, Inc | Madison | WI | 01/2021 | Present |
| Power Play Financial | Madison | WI | 04/2025 | Present |
1)Power Play Financial - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Edgewood High School | 2219 Monroe Street, Madison, WI 53711 | Coach | Description: Assistant hockey coach | Beginning 11/2016 | 40 hours per month, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-09 |
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