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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-11 |
| WI | RA | APPROVED | 2020-09-08 |
Branch Locations
250 N. Sunnyslope Road Suite 203, Brookfield, WI 53005 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Unemployed | South Milwaukee | WI | 07/2016 | 01/2017 |
| Northwestern Mutual-Greater Milwaukee(Steve Holter Group) | Milwaukee | WI | 01/2017 | 06/2017 |
| Senglaub Financial Group | Delafield | WI | 06/2017 | 10/2017 |
| Unemployed | South Milwaukee | WI | 10/2017 | 01/2018 |
| Fis | Milwaukee | WI | 01/2018 | 07/2018 |
| Paramount Financial Strategies, Llc | Waukesha | WI | 07/2018 | 06/2020 |
| Axa Advisors Llc | New York | NY | 10/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2019 | Present |
DBA: Paramount Financial Partners Outside Business insurance - Pacific Life
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-02 |
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