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2200 Dickinson Road Unit 17A, De Pere, WI 54115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-11-28 |
| WI | RA | APPROVED | 2017-11-28 |
Branch Locations
2200 Dickinson Road Unit 17A, De Pere, WI 54115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Green Bay | WI | 07/2013 | 11/2017 |
| Geneos Wealth Managment Inc | Green Bay | WI | 11/2017 | Present |
| N.E.W. Advisory Services Llc | Green Bay | WI | 11/2017 | Present |
| Northright Financial | Green Bay | WI | 11/2017 | Present |
1) DBA: will work under NORTHRIGHT FINANCIAL non investment related business located at branch location-Owner. 2) RIA: N.E.W. ADVISORY SERVICES LLC - IAR/Owner. 3) Independent Rep with various insurance carriers for fixed insurance business. 4) OLDE SCHOOL OFFICIAL SUITES LLC-OWNER. 5) OLDE SCHOOL SQUARE CONDO ASSOCIATION-TREASURER. 6) RENTAL PROPERTY-OWNER. 7) BAYSIDE MARKETPLACE INVESTMENTS LLC-OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-26 |
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