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Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-07-23 |
Branch Locations
Yorkville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osiac Wealth | Appleton | WI | 01/2023 | 10/2023 |
| Acl Technologies | Appleton | WI | 10/2021 | 10/2023 |
| Coyote Logistics | Minneapolis | MN | 07/2020 | 10/2021 |
| Gold'S Gym | Eau Claire | WI | 01/2020 | 04/2020 |
| Eau Claire Express | Eau Claire | WI | 05/2019 | 08/2019 |
| Dickow-Cyzak | Appleton | WI | 10/2023 | 07/2024 |
| Unemployed | Appleton | WI | 04/2020 | 07/2020 |
| University Of Winsconsin - Eau Claire | Eau Claire | WI | 08/2016 | 05/2020 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 07/2024 | Present |
| Latitude Advisors, Llc | Vero Beach | FL | 06/2023 | Present |
1-- HARBOR FINANCIAL POSITION: Financial Representative NATURE: DBA/Financial Services/Insurance. COMPENSATION TYPE: Fee Based. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2024 ADDRESS: 223 E Apple Creek Rd, Appleton, WI 54913, United States DESCRIPTION: DBA; Life Insurance sales to customers. 2-- LATITUDE ADVISORS, LLC POSITION: IAR NATURE: Advisory. COMPENSATION TYPE: Fee Based. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 6/15/2023 ADDRESS: 223 E Apple Creek Rd, Appleton, WI 54913, United States DESCRIPTION: Investment Advisor Activities Fee based Financial Planning Asset Management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-16 |
| S65 | Uniform Investment Adviser Law Examination | 2024-05-29 |
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