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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-24 |
| WI | RA | APPROVED | 2015-10-06 |
Branch Locations
10700 West Research Dr Ste 190 Mayfair Woods At Research Park, Milwaukee, WI 53226 • United States
Holland, MI • 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 |
|---|---|---|---|---|
| Voya Financial Advisors | Milwaukee | WI | 09/2014 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 10700 REASERCH PARK DR; Milwaukee; WI; 53226; Fixed Insurance Sales; INDEPENDENT INSURANCE AGENT; 7/1/2008; 2; 2; Sales of fixed insurance products|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-29 |
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