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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-06-08 |
Branch Locations
155 S Executive Drive Suite 203, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 12/2013 | 09/2022 |
| First Allied Advisory Services, Inc | San Diego | CA | 03/2015 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 06/2023 |
| Cetera Advisors Llc | Brookfield | WI | 09/2022 | 06/2023 |
| Harbour Investments, Inc. | Madison | WI | 06/2023 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Gebhardt Financial LLC - DBA 3)Duplex | 10533 W Manor Park Drive, West Allis, WI 53227 | Owner | Description: Rent out the other half of my duplex home | Beginning 1/2025 | 15 hours per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-20 |
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