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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-15 |
| FL | RA | APPROVED | 2026-03-30 |
| IL | RA | APPROVED | 2026-01-07 |
| MI | RA | APPROVED | 2024-05-22 |
| WI | RA | APPROVED | 2024-02-23 |
Branch Locations
1166 Quail Ct. Suite 100, Pewaukee, WI 53072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Pewaukee | WI | 05/2023 | Present |
| Bender Kind And Stafford Dental | Fort Atkinson | WI | 11/2019 | 05/2023 |
| Maas Brothers Construction | Watertown | WI | 06/2018 | 06/2020 |
| Fort Atkinson School District | Fort Atkinson | WI | 01/2012 | 06/2019 |
| Park Avenue Securities | Pewaukee | WI | 10/2023 | Present |
1) Insurance other than Guardian, Start: 12/01/2024, Address: 1166 Qual Ct STE 100, Pewaukee WI, 53072, 5 total hours per month, 5 during securities trading hours, Less than 10% annual compensation, Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-15 |
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