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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-25 |
| WI | RA | APPROVED | 2016-06-13 |
Branch Locations
2100 Stewart Avenue Suite 150, Wausau, WI 54401 • United States
8A West Davenport St Suite 206, Rhinelander, WI 54501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors | New York | NY | 03/2016 | 06/2020 |
| Self Employed | Wausau | WI | 02/2013 | Present |
| Equitable Advisors, Llc | New York | NY | 03/2016 | Present |
3/2020 - KNOLL CAPITAL LLC to purchase investment real estate and or partial ownership in businesses, 1 hr month;2/13 PGA Golf Professional, Instructor - 4 hrs month; 12/22 - Community Foundation of North Central Wisconsin, 500 First St Ste 2600 Wausau, WI 54403- 2 hrs month; DBA Partners in Planning; Administrator or executor of an estate or trustee of a trust for a non-family or family member; 8/25 - Newman Education Advancement Foundation - Wausau WI - Board member - 1 hr month; 1/26 - Commmunity Foundation of North Central Wisconsin - 200 Washington St Wausau, WI 54403 - Board Member - 1 hr month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-19 |
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