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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bangor School District | Bangor | WI | 09/2004 | 05/2017 |
| University Of Wisconsin-Stevens Point | Stevens Point | WI | 09/2017 | 05/2019 |
| University Of Wisconsin-La Crosse | La Crosse | WI | 09/2019 | 05/2022 |
| Woodman's Food Markets | Onalaska | WI | 05/2016 | 08/2017 |
| Menards | Plover | WI | 11/2017 | 06/2019 |
| Firefighters Credit Union | Onalaska | WI | 06/2019 | 12/2020 |
| Kimberly Phillips Financial Llc Dba Life Time Fina | Onalaska | WI | 12/2020 | 06/2024 |
| Equitable Advisors Llc | New York | NY | 10/2021 | Present |
| University Of Wisconsin - Parkside | Kenosha | WI | 09/2022 | 12/2024 |
KAMM Financial 1289 County Road PH, Onalaska, WI 54650 15 hours per month, Controlling Shareholder. Outside business activities. DBA Driftless Financial Group
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-30 |
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