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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-08-02 |
Branch Locations
310 Paper Trail Way Bldg 100, Unit 98, Holly Springs, GA 30115 • United States
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Alpharetta | GA | 12/2013 | 09/2016 |
| Jp Morgan Chase Bank | Dunwoody | GA | 12/2013 | 06/2018 |
| Jp Morgan Securities Llc | Dunwoody | GA | 08/2017 | 06/2018 |
| Country Financial | Cumming | GA | 06/2018 | 07/2019 |
| Packerland Brokerage Services | Green Bay | WI | 08/2019 | Present |
Foundation Financial, LLC, member. Property and Casualty and Life insurance sales as well as fixed and indexed annuity sales. Business formed June 2019. Approximately 60 per month, 3 hours per day. Duties include sales and solicitation for p&c and life insurance. 670 E Main Street Caonton,GA 30114 Non-investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-12 |
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