Henry Steven Woloson

Current Employers

Employment History

• 09/2013 → Present
  Harbour Investments
  Madison, WI
• 09/2013 → Present
  Woloson Financial Management
  Clarkston, MI

Previous Registrations

• 2010-05-28 → 2013-09-26
  Vsr Financial Services, Inc.
  Clarkston, MI
  Clarkston, MI
  Overland Park, KS
  Bloomfield Hills, MI
  Overland Park, KS

Other Businesses

1) Woloson Financial Management – DBA 2) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3) Henry S. Woloson | 7608 Dixie Highway, Suite 100, Clarkston, MI 48346 | Attorney and Counselor at Law | Description: Provide legal services, estate planning, wills and trusts | Beginning 11/1979 | 40 hours per month, 20 during trading hours | Paid position | Not investment related 4) Henry S. Woloson | 7608 Dixie Highway, Suite 100, Clarkston, MI 48346 | Author | Description: Book writing | Beginning 3/2021 | 20 hours per month, 5 during trading hours | Paid position | Not investment related 5) Rental Property | 7608 Dixie Highway, Suite 100, Clarkston, MI 48346 | Owner | Description: Rental property | Beginning 9/2008 | 12 hours per month, 10 during trading hours | Paid position | Not investment related 6) David W. Elliott Memorial Foundation | 7608 Dixie Highway, Suite 100, Clarkston, MI 48346 | Director | Description: I am one of four Directors. We vote on making donations to 501(c)(3) charities. I have no check writing authority | Beginning 8/2015 | 2 hours per month, 2 during trading hours | Unpaid | Not investment related

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-04-14
• S65 Uniform Investment Adviser Law Examination
  2001-01-30