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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
| IL | RA | APPROVED | 2026-03-05 |
| WI | RA | APPROVED | 2026-03-05 |
Branch Locations
525 Main Street Suite 410, Delafield, WI 53018 • United States
Milwaukee, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Franklin | TN | 04/2019 | 07/2021 |
| Arizona State University | Tempe | AZ | 08/2016 | 12/2017 |
| Allegis Group | Tempe | AZ | 10/2016 | 05/2017 |
| United Technologies Corporation | Phoenix | AZ | 05/2017 | 06/2018 |
| True Foods Restaurant | Scottsdale | AZ | 07/2016 | 10/2016 |
| Extended Travel | N/A | AZ | 07/2018 | 01/2019 |
| Pacer Financial, Inc. | Malvern | PA | 07/2021 | 01/2026 |
| Extended Travel | Chicago | IL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-05-08 |
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