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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-01 |
Branch Locations
N88 W16624 Appleton Ave Suite 5, Menomonee Falls, WI 53051 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc | Madison | WI | 06/2026 | Present |
| E2 Retirement Consulting | Menomonee Falls | WI | 06/2026 | Present |
| Usaa Financial Advisors, Inc | Addison | TX | 09/2014 | 10/2019 |
| Usaa Financial Planning Services | Addison | TX | 09/2014 | 10/2019 |
| Self-Employed | Dallas | TX | 05/2016 | 10/2019 |
| Usaa Investment Management Company | Addison | TX | 01/2018 | 10/2019 |
| Fisher Investments | Plano | TX | 11/2019 | 06/2024 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 07/2024 | 05/2026 |
1) E2 Retirement Consulting - DBA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-07 |
| S65 | Uniform Investment Adviser Law Examination | 2015-05-16 |
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