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433 Main Street, Green Bay, WI 54301-5114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-13 |
| SC | RA | APPROVED | 2023-01-05 |
| AZ | RA | APPROVED | 2022-12-01 |
| LA | RA | APPROVED | 2022-11-18 |
| FL | RA | APPROVED | 2022-11-17 |
| IL | RA | APPROVED | 2022-10-24 |
| WI | RA | APPROVED | 2022-10-20 |
Branch Locations
612 N Main St, Rockford, IL 61103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Income Strategies | Evansville | WI | 05/2017 | 07/2018 |
| Dunkin Donuts | Janesville | WI | 03/2017 | 05/2017 |
| Roundys | Milwaukee | WI | 10/2015 | 03/2017 |
| Uncommon Cents Investing | Janesville | WI | 12/2019 | 06/2022 |
| Rowheels | Janesville | WI | 08/2019 | 10/2019 |
| Diamond Assets | Janesville | WI | 08/2018 | 05/2019 |
| Retirement Income Strategies | Madison | WI | 06/2022 | 10/2022 |
| Associated Investment Services, Inc. | Green Bay | WI | 10/2022 | Present |
YouTube Channel@MarissaEvers; www.youtube.com/@marissaevers; Vlog posts of travel & running; Started 5/10/2026; YouTuber Influencer; 10 hours per month; none during trading hours; Document Travel & Ultra Marathon Journey;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-08 |
| S65 | Uniform Investment Adviser Law Examination | 2019-12-27 |
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