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Current Employers
Harbour Investments, Inc.

575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-09-03
  • MI RA
    APPROVED
    Since 2024-09-03

Branch Locations

2555 S 11Th St, Kalamazoo, MI 49009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2015 → 02/2017
    Fifth Third Bank
    Three Rivers, MI
  • 06/2017 → 05/2021
    St Louis, MO
  • 03/2017 → 05/2017
    Unemployed
    Three Rivers, MI
  • 06/2021 → 09/2024
    Kalamazoo, MI
  • 07/2021 → 09/2024
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 09/2024 → Present
    Madison, WI
Previous Registrations
  • 2021-07-06 → 2024-09-27
    Kalamazoo, MI
  • 2017-10-17 → 2021-05-04
    Three Rivers, MI
    St Louis, MO
    Schoolcraft, MI
    Three Rivers, MI
    Dowagiac, MI
    Three Rivers, MI
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-14
  • S66 Uniform Combined State Law Examination
    2017-10-14
Other Names
  • Floriana Brigitte Romanelli
  • Floriana B Romanelli
  • Brigitte Romanelli

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