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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-20 |
| WA | RA | APPROVED | 2026-08-20 |
Branch Locations
40 Lake Bellevue Drive Suite 100, Bellevue, WA 98005 • United States
3061 Allied Street Suite B, Green Bay, WI 54304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kcd Financial Inc | Green Bay | WI | 08/2026 | Present |
| Heritage Benefits Investment Management, Llc | Bellevue | WA | 08/2026 | Present |
| Unemployed | Durham | NC | 01/2026 | 08/2026 |
| Rti International | Research Triangle Park | NC | 12/2003 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-07 |
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