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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearstep Financial | Greenfield | WI | 01/2024 | Present |
| Bonness Cosmetic Surgery | Brookfield | WI | 07/2021 | 12/2024 |
| Metropolitan Salon & Spa | Lacrosse | WI | 11/2019 | 05/2021 |
| Chris & Co Salon | Delafield | WI | 01/2017 | 08/2020 |
| Athletico Pt | Waukesha | WI | 08/2017 | 01/2018 |
| Noodles & Company | Delafield | WI | 07/2016 | 11/2016 |
| Mukwonago High School | Mukwonago | WI | 09/2014 | 06/2018 |
| Harbour Investments, Inc | Madison | WI | 01/2026 | Present |
1)Clearstep Financial - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-27 |
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