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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-26 |
Branch Locations
2100 Stewart Avenue Suite 150, Wausau, WI 54401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 03/2022 | 02/2023 |
| Partners In Planning | Wausau | WI | 03/2022 | Present |
| River Valley Bank (Incredible Bank) | Rothschild | WI | 08/2018 | 02/2019 |
| Aqua Finance | Wausau | WI | 01/2018 | 08/2018 |
| M&M Strawberry Farm | Merrill | WI | 06/2014 | 06/2018 |
| The Great Dane Pub And Brewing Company | Wausau | WI | 05/2017 | 01/2018 |
| Helene's Hilltop Orchard, Llc | Merrill | WI | 09/2016 | 10/2017 |
| Church Mutual Insurance Company | Merrill | WI | 08/2016 | 10/2017 |
| Thompson Durkee Insurance Company | Wausau | WI | 07/2017 | 09/2017 |
| Foot Locker | Wausau | WI | 05/2017 | 07/2017 |
| University Of Wisconsin - Stevens Point | Stevens Point | WI | 01/2020 | 05/2021 |
| University Of Wisconsin Marathon County | Wausau | WI | 09/2018 | 12/2019 |
| Merrill High School | Merrill | WI | 09/2014 | 05/2018 |
| Partners In Planning | Wausau | WI | 03/2019 | 03/2022 |
| Equitable Advisors, Llc | New York | NY | 06/2024 | Present |
DBA - Partners in Planning LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
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