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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 | 2024-11-21 |
| WI | RA | APPROVED | 2022-07-06 |
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 |
|---|---|---|---|---|
| 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 |
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; Mary Kay Consultant - 2 hours month, commission based; 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; 100 Women Who Care - 1142 Fox St Mukwonago, WI 53149, Member - 1 hr month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-16 |
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