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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-05-08 |
Branch Locations
1948 E Whipp Rd Suite D, Kettering, OH 45440 • 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 |
|---|---|---|---|---|
| Harbour Investments, Inc. | Madison | WI | 06/2004 | Present |
| Bmb Concepts Llc | Centerville | OH | 02/2006 | Present |
| Bayer Financial Group, Llc | Kettering | OH | 06/2004 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Bayer & Associates - DBA 3)BACCO Holdings, LLC | 1948 E Whipp Rd, Suite D, Kettering, OH 45440 | Owner | Description: Real estate holding company | Beginning 2/2011 | 8 hours per month, 4 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-14 |
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