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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Three Rivers | MI | 08/2015 | 02/2017 |
| Edward Jones | St Louis | MO | 06/2017 | 05/2021 |
| Unemployed | Three Rivers | MI | 03/2017 | 05/2017 |
| Morgan Stanley | Kalamazoo | MI | 06/2021 | 09/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2021 | 09/2024 |
| Harbour Investments, Inc. | Madison | WI | 09/2024 | Present |
1) FBR Wealth Management – DBA 2) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3) Romanelli LLC | 906 Walnut St. Three Rivers MI 49093 | Owner | Description: It is the LLC the holds my rental properties and my mobile catering business | Beginning 8/2012 | Hours 1 hour per month, 0 during trading hours | Paid position | Not investment related 4) Hocus Pocus Daycare | 906 Walnut St. Three Rivers MI 49093 | Owner | Description: Childcare center created for my daughter to run | Beginning 5/2014 | 0 Hours per month, 0 during trading hours | Unpaid | Not investment related 5) Scout & Cellar | 906 Walnut St. Three Rivers MI 49093 | Wine consultant | Description: I receive discounts on wine orders for being a consultant | Beginning 5/2020 | 5 hours per month, 0 during trading hours | Unpaid | Not investment related 6) Mary Kay Cosmetics | 906 Walnut St. Three Rivers MI 49093 | Salesperson | Description: Sell cosmetics | Beginning 5/2020 | Hours 5 hours per month, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-14 |
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