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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2011-10-04 |
Branch Locations
245 W. Elmwood Dr Suite 115, Dayton, OH 45459 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc | Madison | WI | 05/2011 | Present |
| Roderer Financial Group | Kettering | OH | 05/2011 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Roderer Financial Group - DBA 3)Roderer Tax Group, LLC | 28 E. Rahn Road, Suite 115, Kettering, OH 45429 | Owner | Description: Tax preparation | Beginning 1/2013 | 40 hours per month, 20 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-10 |
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