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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-04-22 |
Branch Locations
3870 S 108Th St, Greenfield, WI 53228 • United States
Roscoe, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Rockford | IL | 09/2009 | 06/2018 |
| Transamerica Financial Advisors, Inc | Rockford | IL | 01/2012 | 06/2018 |
| Blackhawk Technical College | Janesville | WI | 11/2013 | 12/2018 |
| Clearstep Financial | Greenfield | WI | 04/2020 | Present |
| Harbour Investments, Inc | Madison | WI | 04/2020 | Present |
| Kohl'S | Machesney Park | IL | 11/2018 | 01/2019 |
| Prairie Hill School District #133 | South Beloit | IL | 01/2019 | Present |
| Rockton School District #140 | Rockton | IL | 01/2019 | Present |
| South Beloit School District #320 | South Beloit | IL | 01/2019 | Present |
1)Clearstep Financial - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Hononegah and other local school districts | 1040 E Union Street, Rockton, IL 61072 | Teacher | Description: Substitute teach as assigned | Beginning | 8 hours per month, 8 hours during trading hours | Paid position | Not investment related 4)Bravenly Global | 7488 Stacy Court, Roscoe, IL 61073 | Partner | Description: Promote wellness concepts and supplements | Beginning 10/2024 | 20 hours per month, 0 hours during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-24 |
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