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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
Branch Locations
33 Market Point Dr, Greenville, SC 29607 • United States
432 Security Blvd. Ste. 101, Green Bay, WI 54313 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Sales | Greer | SC | 03/1983 | Present |
| Foresters Equity Services, Inc | Greer | SC | 10/2011 | 09/2018 |
| Packerland Brokerage Services, Inc. | Green Bay | WI | 09/2018 | Present |
1. WADE FINANCIAL, INC; GREENVILLE, SC 24607; OWNER; INVESTMENT RELATED NON-SECURITIES; 40 HOURS PER WEEK; START DATE: 4/1983; SERVICE CLIENTS, POSITION PROPER INSURANCE PLAN. 2. BIG V. PROPERTIES, LLC; GREENVILLE, SC 29650; LANDLORD; NON-INVESTMENT RELATED; 0 HOURS PER WEEK; START DATE: 2/11/2013; RENT OUT A HOUSE COLLECT RENT AND ORDER ANY REPAIRS THAT MIGHT BE NEEDED. 3.BENEFITS FOR SENIORS LLC; GREENVILLE, SC 29616; OWNER; INVESTMENT RELATED NON-SECURITIES; 8 HOURS PER WEEK; START DATE: 6/2017;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-25 |
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