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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-09-25 |
Branch Locations
40 Eagle Valley Court, Broadview Heights, OH 44147 • United States
Rocky River, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2016 | Present |
(1) Notre Dame Club of Cleveland - Board Member non-investment - Independent, OH - 01/1985 - 3hrs/mth. (2) Community West Foundation - Board Member non-investment - Westlake, OH - 01/2022 - 2hrs/mth. (3) Independent Agent Outside Fixed Insurance Appointments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-19 |
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