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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 | 2025-02-20 |
| WI | RA | APPROVED | 2020-08-11 |
Branch Locations
3333 N. Mayfair Road Suite 106, Wauwatosa, WI 53222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lad Lake Inc | Dousman | WI | 11/2002 | 02/2020 |
| Axa Advisors, Llc | New York | NY | 05/2020 | 06/2020 |
| Unemployed | Wales | WI | 03/2020 | 04/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2020 | Present |
Administrator or executor of an estate or trustee of a trust for a non-family or family member effective 1/25/2020 and 5/6/2020; Secure Futures - Volunteer St date 3/1/2020;Teach a class periodically to teenagers on different basic financial concepts; 10 hrs per month; 0 comp
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-04 |
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