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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-11-21
WI RA APPROVED 2022-07-06
  • TX RA
    APPROVED_RES
    Since 2024-11-21
  • WI RA
    APPROVED
    Since 2022-07-06

Branch Locations

3333 N. Mayfair Road Suite 106, Wauwatosa, WI 53222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pick N' Save Franklin WI 08/2014 09/2016
University Of Wisconsin Whitewater Whitewater WI 09/2016 05/2020
Guardian Life Insurance Pewaukee WI 05/2020 01/2022
Park Avenue Securities Pewaukee WI 01/2021 01/2022
Guardian Life Insurance Wauwatosa WI 02/2022 07/2022
Park Avenue Securities Wauwatosa WI 02/2022 07/2022
Equitable Advisors, Llc New York NY 07/2022 Present
University Of Wisconsin Whitewater Math Center Whitewater WI 05/2019 02/2020
Milwaukee County Parks Brown Deer WI 05/2017 08/2017
  • 08/2014 → 09/2016
    Pick N' Save
    Franklin, WI
  • 09/2016 → 05/2020
    University Of Wisconsin Whitewater
    Whitewater, WI
  • 05/2020 → 01/2022
    Guardian Life Insurance
    Pewaukee, WI
  • 01/2021 → 01/2022
    Park Avenue Securities
    Pewaukee, WI
  • 02/2022 → 07/2022
    Guardian Life Insurance
    Wauwatosa, WI
  • 02/2022 → 07/2022
    Park Avenue Securities
    Wauwatosa, WI
  • 07/2022 → Present
    New York, NY
  • 05/2019 → 02/2020
    University Of Wisconsin Whitewater Math Center
    Whitewater, WI
  • 05/2017 → 08/2017
    Milwaukee County Parks
    Brown Deer, WI
Previous Registrations
Other Businesses

Blessings in a Backpack, 2010 Springdale Rd, Waukesha, WI. Non profit, provides meals to students on weekends. Role: Board of Directors - Treasurer. Duties: Fundraising, Event Planning. Balance Budget and budget allocations. Start date 07/2021, 4 to 8 hours per month&#59; Mary Kay Consultant - 2 hours month, commission based&#59; Brookfield Chamber of Commerce, 17100 W Bluemound Rd, #202, Brookfield, WI. Business group, networking/business connections. Role: Ambassador. Duties: Welcoming new members, mentorship. Start date 12/2020, 8 hours per month&#59; 100 Women Who Care - 1142 Fox St Mukwonago, WI 53149, Member - 1 hr month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-16
  • S66 Uniform Combined State Law Examination
    2021-07-16
Other Names
  • Taylor Scot

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