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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-27 |
| KY | RA | APPROVED | 2025-09-17 |
| VA | RA | APPROVED | 2025-07-10 |
| NC | RA | APPROVED | 2024-12-13 |
| AK | RA | APPROVED | 2024-05-02 |
| CA | RA | APPROVED | 2023-06-26 |
| AZ | RA | APPROVED | 2023-05-24 |
| FL | RA | APPROVED | 2023-05-18 |
| UT | RA | APPROVED | 2023-05-18 |
| CO | RA | APPROVED | 2023-05-17 |
| IL | RA | APPROVED | 2023-05-17 |
| IA | RA | APPROVED | 2023-05-17 |
| MI | RA | APPROVED | 2023-05-17 |
| MN | RA | APPROVED | 2023-05-17 |
| PA | RA | APPROVED | 2023-05-17 |
| TX | RA | APPROVED | 2023-05-17 |
| WA | RA | APPROVED | 2023-05-17 |
| WI | RA | APPROVED | 2023-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Fund Advisor | Phoenix | AZ | 06/2015 | 02/2018 |
| Cole Capital Corporation | Phoenix | AZ | 06/2015 | 02/2018 |
| Cco Capital, Llc. | Phoenix | AZ | 02/2018 | 04/2023 |
| Cco Staffing, Llc. | Phoenix | AZ | 02/2018 | 04/2023 |
| Packerland Brokerage Services | Green Bay | WI | 04/2023 | Present |
My wife and I own a rental property in Phoenix, Arizona at 4501 E Danbury Rd. This property generates income when it is rented/occupied. Start date 2023. We utilize a 3rd party property manager. This is not investment or securities related. Approximately 2-4 hours per month is devoted to the property. Westenberg Financial Services 245 Cook Ave Oconto WI, 54153 Life Insurance, Fixed/Fixed Indexed Annuity Sales. Life insurance, fixed & indexed annuities through various carriers at Westenberg Financial Services (245 Cook Ave Oconto, WI 54153). Start date July 2023. 2-4 hours per month. Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-16 |
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