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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-02-28 |
Branch Locations
13150 Watertown Plank Rd Suite 202, Elm Grove, WI 53122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Sussex | WI | 06/2016 | 02/2022 |
| Pruco Securities, Llc | Sussex | WI | 06/2016 | 02/2022 |
| Harbour Investments, Inc. | Madison | WI | 02/2022 | Present |
| Nichols Creek Wealth Partners | Elm Grove | WI | 02/2022 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Nichols Creek Wealth Partners - DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-29 |
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