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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-14 |
Branch Locations
8010 Excelsior Drive Suite 200, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uw Whitewater | Whitewater | WI | 09/2022 | Present |
| Northwestern Mutual | Janesville | WI | 05/2024 | 05/2025 |
| Beloit School District | Beloit | WI | 09/2015 | 09/2022 |
| Guardian Life Insurance Company Of America | Madison | WI | 04/2026 | Present |
| Park Avenue Securities | Madison | WI | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-26 |
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