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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-07-19 |
Branch Locations
3333 N. Mayfair Road Suite 106, Wauwatosa, WI 53222 • United States
Genoa City, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 06/2022 | Present |
| General Finishes | East Troy | WI | 02/2016 | 04/2022 |
Administrator or executor of an estate or trustee of a trust for a non-family or family member; 1/2024 - Twin Lakes Chamber of Business Association 349 E Main St Twin Lakes, WI 53181 -Treasurer, 10 hrs per month; 9/24 -Wilmot High School 11112 308th Ave Wilmot, WI 53192 - Presenter of seminars for the community - 1 hr month; 11/24 - Twin Lakes Area Chamber & Business Association Foundation 349 E Main St Twin Lakes, WI 53181 - Treasurer, 1 hr month; Life settlements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-12 |
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