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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-24 |
Branch Locations
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Homer, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 12/2022 | 03/2026 |
| Big Cats Lacrosse Club | Dryden | NY | 05/2021 | 08/2021 |
| Homer Central Schools | Homer | NY | 06/2017 | 08/2019 |
| North Star Real Estate & Property Management | Watertown | NY | 12/2021 | 01/2022 |
| Homer High School | Homer | NY | 09/2014 | 05/2018 |
| Hartwick College | Oneonta | NY | 08/2018 | 05/2022 |
| Unemployed | Homer | NY | 05/2022 | 11/2022 |
| Gateway Wealth Partners, Llc | Homer | NY | 03/2026 | Present |
Insurance; Investment-related; Homer, NY; Insurance; Insurance Agent; 03/23/2026; 180 hrs/mo; 180 hrs/trading; Life/Accident & Health Insurance Agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-17 |
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