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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins Co Of America | Madison | WI | 03/2000 | 01/2024 |
| Park Avenue Securities | Madison | WI | 03/2000 | 01/2024 |
| Harbour Investments, Inc | Madison | WI | 01/2024 | Present |
| Forward Wealth Management | Madison | WI | 01/2024 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Forward Wealth Management, LLC - DBA 3)Madison Community Foundation Professional Advisor Council | 111 N. Fairchild Street, Suite 260, Madison, Wisconsin, 53703 | Committee member | Description: Advise on matters related to the foundation | 9/2023 | 2 hours per month, 1 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-18 |
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