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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-28 |
| WI | RA | APPROVED | 2024-10-10 |
Branch Locations
499 N New Franken Road, New Franken, WI 54229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 05/2024 | Present |
| Stoneridge Piggly Wiggly | De Pere | WI | 05/2018 | 02/2022 |
| Menard, Inc. | De Pere | WI | 06/2020 | 08/2020 |
| University Of Wisconsin - Eau Claire | Eau Claire | WI | 09/2020 | 05/2024 |
| De Pere High School | De Pere | WI | 09/2016 | 05/2020 |
DBA Voyageur Financial Group LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-11 |
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