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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wi Whitewater | Whitewater | WI | 09/2022 | 12/2024 |
| Innovative Financial | Madison | WI | 02/2022 | 08/2024 |
| Madison Area Technical College | Madison | WI | 01/2021 | 05/2022 |
| Atlantis Valley Foods, Llc | Cottage Grove | WI | 06/2021 | 08/2021 |
| Unemployed | Sun Prairie | WI | 02/2019 | 05/2021 |
| Cascade Mountain | Portage | WI | 12/2018 | 02/2019 |
| Innovative Financial | Madison | WI | 01/2025 | Present |
| Harbour Investments, Inc | Madison | WI | 01/2025 | Present |
| Sun Prairie High School | Sun Prairie | WI | 05/2018 | 05/2021 |
| Patrick Marsh Middle School | Sun Prairie | WI | 05/2014 | 05/2018 |
1)Innovative Financial - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-10 |
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