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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-17 |
Branch Locations
429 Gammon Place, Suite B200, Madison, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2023 | 09/2024 |
| Heavy Duty Heroes | Gilbert | AZ | 09/2022 | 10/2024 |
| Purple Greens/Sodexho | Phoenix | AZ | 10/2020 | 09/2022 |
| Amazon | Sussex | WI | 05/2020 | 08/2020 |
| Prestwick Group | Sussex | WI | 05/2021 | 08/2021 |
| Sharp | Tempe | AZ | 08/2022 | 05/2023 |
| Sharp | Sussex | WI | 05/2022 | 07/2022 |
| Grand Canyon University | Phoeniz | AZ | 08/2019 | 04/2023 |
| Panera Bread | Delafield | WI | 05/2019 | 08/2019 |
| Culver's | Hartland | WI | 10/2017 | 05/2019 |
| Unemployed | Lisbon | WI | 06/2013 | 10/2017 |
| Unemployed | Madison | WI | 11/2024 | 12/2024 |
| Jerg Financial Partners Llc (Gavin Jerg) | Madison | WI | 01/2025 | Present |
| Equitable Advisors, Llc | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-09 |
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