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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2017-09-07 |
Branch Locations
5400 King James Way Suite 110, Fitchburg, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2007 | 08/2017 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 01/2007 | 08/2017 |
| Harbour Investments, Inc | Madison | WI | 08/2017 | Present |
| Wealth Distribution Strategies Llc | Verona | WI | 08/2017 | Present |
1)Wealth Distribution Strategies - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Income tax preparation | 5040 King James Way, Suite 110, Fitchburg, WI 53719 | Owner | Description: Prepare tax returns | Beginning 1/1981 | 40 hours per month, 5 hours during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-14 |
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