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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-27 |
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 |
|---|---|---|---|---|
| Casa Capri | Kenosha | WI | 11/2017 | Present |
| Equitable Advisors, Llc | Milwaukee | WI | 09/2023 | 12/2023 |
| Kenosha Parks Department | Kenosha | WI | 06/2021 | 10/2024 |
| Bradford High School | Kenosha | WI | 08/2017 | 07/2021 |
| Bullen Middle School | Kenosha | WI | 08/2014 | 07/2017 |
| Uw Whitewater | Whitewater | WI | 08/2021 | 07/2023 |
| Equitable Advisors, Llc | New York | NY | 01/2026 | Present |
Casa Capri;not investment related; 2129 Birch Rd Kenosha, WI 53140; Restaurant; Bartender; 11/2017; 40 hours per week, reducing to 20 hours; Serves drinks, handles alcohol sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-03 |
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