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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-04 |
Branch Locations
14851 N. Scottsdale Road Suite 103, Scottsdale, AZ 85254 • 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 |
|---|---|---|---|---|
| Great Wolf Lodge | Scottsdale | AZ | 02/2023 | 10/2025 |
| Milwaukee World Festival | Milwaukee | WI | 06/2024 | 07/2024 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 05/2023 | 09/2023 |
| Blackstone Creek Golf Club | Germantown | WI | 08/2017 | 08/2022 |
| Stix Golf Entertainment | Germantown | WI | 10/2019 | 04/2020 |
| Arizona State University | Tempe | AZ | 08/2020 | 12/2024 |
| Unemployed | Tempe | AZ | 10/2025 | 12/2025 |
| Germantown High School | Germantown | WI | 01/2015 | 08/2017 |
| Equitable Advisors, Llc | New York | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-16 |
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