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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-05-13 |
Branch Locations
5940 Seminole Centre Ct Suite 210, Madison, WI 53711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Madison | WI | 04/2015 | 05/2021 |
| Harbour Investments, Inc. | Madison | WI | 05/2021 | Present |
| Stephen G. Smith | Madison | WI | 05/2021 | 04/2025 |
| Power Play Financial | Madison | WI | 04/2025 | Present |
1)Power Play 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-04-05 |
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