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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-02-07 |
Branch Locations
114 E Lawrence Ave Suite A, Charlotte, MI 48813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kellogg Sales Company | Battle Creek | MI | 12/2007 | 06/2024 |
| Gradient Securities Dba Gradient Wealth Management | Arden Hills | MN | 04/2022 | 02/2024 |
| Harbour Investments Inc. | Madison | WI | 02/2024 | Present |
| Preferred Wealth Management Llc | Charlotte | MI | 02/2024 | Present |
1) Preferred Wealth Management – DBA 2) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3) Kellanova | 67 W. Michigan Avenue, Battle Creek, MI 49017 | Analytics Manager | Description: Support the demand planning portion of the business | Beginning 1/2024 | 160 hours per month, 0 during trading hours | Paid position | Not investment related 4) Dialectica | 28 Margaret Street, London, Greater London, W1W 8RZ, United Kingdom | Consultant | Description: Occasionally complete surveys or interviews to provide knowledge of working in the finance industry | 2 hours per month, 0 hours during trading hours | Paid position | Investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-06 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-12 |
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