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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-08-13 |
Branch Locations
621 N Sherman Ave Suite B8, Madison, WI 53704 • United States
Madison, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jl3 Financial | Madison | WI | 06/2022 | Present |
| Uw Madison | Madison | WI | 09/2021 | 06/2022 |
| Secura | Neenah | WI | 05/2021 | 09/2021 |
| Pick N Save | Appleton | WI | 01/2017 | 05/2021 |
| Kimberly High School | Kimberly | WI | 09/2015 | 01/2017 |
1)JL3 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 | 2024-07-17 |
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