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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2000-08-21 |
| WI | RA | APPROVED | 1999-09-27 |
Branch Locations
2100 Stewart Avenue Suite 150, Wausau, WI 54401 • United States
8A West Davenport St Suite 206, Rhinelander, WI 54501 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/1999 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
DBA PARTNERS IN PLANNING, LLC; Outside Insurance; Administrator or executor of an estate or trustee of a trust for a non-family or family member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-17 |
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