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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2016-04-04 |
Branch Locations
4425 N Port Washington Rd Suite 108, Milwaukee, WI 53212 • United States
1285 Sunnyridge Rd Suite 103, Pewaukee, WI 53072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc | Madison | WI | 03/2016 | Present |
| Clearstep Financial | Germantown | WI | 03/2016 | 12/2023 |
| Avila Wealth Management | Milwaukee | WI | 01/2024 | Present |
1)Avila Wealth Management - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)North Shore Presbyterian Church | 4048 N. Bartlett Avenue, Milwaukee, WI 53211 | Elder Committee Member | Description: Assist in making decisions for the organization | Beginning 5/2025 | 4 hours per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-23 |
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