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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-05 |
Branch Locations
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifeplan Cco | Syracuse | NY | 04/2019 | 12/2021 |
| Equitable Advisors, Llc | New York | NY | 11/2021 | 02/2026 |
| Toomey Residential And Community Services | Syracuse | NY | 07/2016 | 03/2019 |
| Gateway Wealth Partners, Llc | Camillus | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-06 |
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