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5910 Mineral Point Rd, Madison, WI 53705 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-01-07 |
Branch Locations
5910 Mineral Point Rd, Madison, WI 53705 • United States
Fayetteville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hco Private Wealth | Roanoke | VA | 08/2019 | 03/2020 |
| Cuna Mutual Group | Waverly | IA | 07/2020 | Present |
| Cuna Brokerage Services Inc. | Waverly | IA | 07/2020 | Present |
| Wrc Consulting | Fayetteville | NC | 11/2017 | 07/2020 |
| Martin, Martin, Randall | Jackson | MS | 10/2016 | 11/2017 |
| Angell Pension Group | Providence | RI | 03/2016 | 10/2016 |
| Lafayette Funeral Home | Fayetteville | NC | 12/2018 | Present |
LaFayette Funeral Home 6651 Raeford Road Fayetteville, NC December 2018-present Funeral assistant, grief counselor, pre need planner All not investment work Average 5 hours per week, always weekend work, not during the normal work week
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-22 |
| S65 | Uniform Investment Adviser Law Examination | 2019-08-29 |
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