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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-07 |
Branch Locations
429 Gammon Place, Suite B200, Madison, WI 53719 • United States
Middleton, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plato's Closet | Madison | WI | 06/2025 | 11/2025 |
| Brookfield East Highschool | Brookfield | WI | 09/2016 | 06/2020 |
| Uw Whitewater | Whitewater | WI | 09/2020 | 08/2025 |
| Bakers Square | Elm Grove | WI | 06/2019 | 08/2019 |
| World Market | Brookfield | WI | 08/2019 | 08/2020 |
| Erberts And Gerberts | Whitewater | WI | 09/2020 | 05/2021 |
| Erberts And Gerberts | Whitewater | WI | 03/2023 | 05/2023 |
| Brady Corporation | Milwaukee | WI | 06/2021 | 08/2021 |
| Learn | Janesville | WI | 11/2022 | 11/2023 |
| Bank Five Nine | Oconomowoc | WI | 05/2022 | 02/2025 |
| Unemployed | Elm Grove | WI | 08/2015 | 09/2016 |
| Equitable Advisors, Llc | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-26 |
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