Robert Alan Packard

Current Employers

Harbour Investments, Inc.

575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2009-10-22

WI RA
APPROVED

Since 2009-10-22

Branch Locations

Oregon, WI • United States

5951 Mckee Road Suite 100, Fitchburg, WI 53719 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Harbour Investments, Inc.	Madison	WI	03/1991	Present
Robert Packard	Madison	WI	09/1995	Present
Stone Arch Financial	Oregon	WI	03/1991	Present

03/1991 → Present

Harbour Investments, Inc.

Madison, WI
09/1995 → Present

Robert Packard

Madison, WI
03/1991 → Present

Stone Arch Financial

Oregon, WI

Other Businesses

1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Stone Arch Financial - DBA 3)Robert Packard | 119 Terrace Court, Oregon, WI 53575 | Owner | Description: Tax preparer | Beginning 10/1998 | 92 hours per month, 92 hours per month during tax season | Paid position | Not investment related

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-10-01
S63	Uniform Securities Agent State Law Examination	1987-05-08

S66 Uniform Combined State Law Examination

2009-10-01
S63 Uniform Securities Agent State Law Examination

1987-05-08