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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-06 |
| CA | RA | APPROVED | 2025-03-21 |
| FL | RA | APPROVED | 2025-03-21 |
| UT | RA | APPROVED | 2025-03-21 |
| WI | RA | APPROVED | 2025-03-21 |
| KY | RA | APPROVED | 2024-11-21 |
| IN | RA | APPROVED | 2024-08-16 |
| MD | RA | APPROVED | 2023-08-11 |
| MS | RA | APPROVED | 2023-04-21 |
| AZ | RA | APPROVED | 2022-04-28 |
| PA | RA | APPROVED | 2020-07-28 |
| NC | RA | APPROVED | 2020-04-06 |
| MI | RA | APPROVED | 2020-03-30 |
| OH | RA | APPROVED | 2020-03-30 |
Branch Locations
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
1129 E Eighth St, Traverse City, MI 49686 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coca Cola | Traverse City | MI | 05/1998 | 04/2021 |
| First Asset Financial | Traverse City | MI | 03/2010 | 03/2020 |
| Chief Advisors Corp. | Traverse City | MI | 01/2013 | 03/2020 |
| Packerland Brokerage Services | Green Bay | WI | 03/2020 | Present |
Grand Traverse Area Catholic Schools 123 E. 11th ST Traverse City MI, 49684 Traverse City St. Francis Head Coach High School Wrestling 123 E. 11th St, Traverse City, MI 49684 Start date on approval- no end date Website: Gtacs.org From November - March 15 hours/ week Non investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-21 |
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