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2200 Dickinson Road Unit 17A, De Pere, WI 54115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-12 |
| WI | RA | APPROVED | 2023-07-12 |
Branch Locations
801 Hoffman Road Suite 112, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2022 | 07/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2022 | 07/2023 |
| Sinclair Broadcast Group (Wluk-Tv) | Green Bay | WI | 08/2016 | 05/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2022 | 07/2023 |
| Geneos Wealth Management Inc | Green Bay | WI | 07/2023 | Present |
| Sovereign Financial Group Llc | Green Bay | WI | 06/2022 | Present |
| N.E.W Advisory Services Llc | De Pere | WI | 07/2023 | Present |
1) DBA: SOVEREIGN FINANCIAL GROUP LLC -non investment related business located at branch location - 160 HO/MO - 120 HR/MO Trading 2) Independent Rep with various insurance carriers for FIXED INSURANCE SALES done at branch location. - 9 hours monthly / 0 trading. 3) IAR under RIA - N.E.W. ADVISORY SERVICES LLC - Investment related business located at 2200 Dickinson Road, Unit 17A, DePere WI 54115 - Financial Planning - 160 HO/MO - 120 HR/MO Trading 4) CENTRAL CHURCH-ELDER BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-16 |
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