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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-11 |
| WI | RA | APPROVED | 2020-08-25 |
Branch Locations
429 Gammon Place, Suite B200, Madison, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2020 | Present |
| Wando's Bar And Grill | Madison | WI | 07/2019 | 06/2020 |
| Maple Bluff Country Club | Madison | WI | 05/2017 | 06/2019 |
| Under Armour | Madison | WI | 07/2016 | 05/2018 |
| Five Four Club | Madison | WI | 09/2017 | 12/2017 |
| Integrated Tax Systems | Madison | WI | 10/2018 | 12/2019 |
Start 5-1-2023 Director Phi Sigma Phi Alumni Association @ UW Madison 625 Mendota Ct Madison, WI , 1 hr monthJackson National outside insurance - Start 8/4/2023; 12/19/2024 - Jerg Financial Partners LLC - 429 Gammon Pm Ste B200 Madison WI 53719 - Owner - 2 hrs month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-20 |
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