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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-01-08 |
Branch Locations
250 N. Sunnyslope Road Suite 203, Brookfield, WI 53005 • United States
Mequon, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| K & M Killian Llc | Mequon | WI | 08/2013 | Present |
| Oracle Corp. | Redwood Shores | CA | 11/2000 | 03/2017 |
| Axa Advisors, Llc | New York | NY | 11/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2018 | Present |
DBA: PARAMOUNT FINANCIAL PARTNERS, LLC. Start date 11/18/2025 - Member of Stewardship Commission, welcoming new Parishioners and assisting Planned Giving project at Lumen Christi parish; Administrator or executor of an estate or trustee of a trust for a non-family or family member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-18 |
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