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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-07-30 |
Branch Locations
4835 E. Cactus Rd Suite 255, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 03/2021 | Present |
| Equitable | Scottsdale | AZ | 09/2018 | Present |
| Handy & Reagan Llc | Lake Oswego | OR | 07/2016 | 09/2018 |
| West Coast Drinkery | Portland | OR | 08/2016 | 04/2017 |
| Jacobsen Law Office | Olympia | WA | 04/2014 | 06/2016 |
I am the successor co-trustee of my parents' trust (The Schmelka Family Revocable Trust). I was appointed for this position on 5/22/2019. I currently devote 0 hours to this per week as my parents are still living.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-18 |
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