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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-02 |
| AL | RA | APPROVED | 2000-01-27 |
Branch Locations
22 Inverness Center Pkwy Suite 120, Birmingham, AL 35242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/1999 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
1. SANDY RIVER HUNTING CLUB, LLC, 1036 GREYSTONE COVE DRIVE, BIRMINGHAM, AL 35242, SECRETARY/TREASURER, 10/02/2006, MAINTAIN COLLECTION OF HUNTING DUES AND PAY BILLS FOR LEASED HUNTING PROPERTY, 1 HOUR PER MONTH, NO COMPENSATION. NON-INVESTMENT RELATED 2. 360 PLANNING PARTNRS LLC, 22 INVERNESS CENTER PARKWAY, SUITE 120, BIRMINGHAM, AL 35242, SHAREHOLDER, 04/09/2019, 1HR/MO. 3. 5 Riverchase Ridge Birmingham, AL 35244. Board Member, discuss, along with management company, the finances and the projects to keep the neighborhood property values increasing. Vote on matters for the betterment of the neighborhood. 04/01/2025, 2HRS/MO. Not investment related.Executor of mother's estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-06 |
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