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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 | 2026-03-16 |
| PA | RA | APPROVED | 2016-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Firstrust Financial Advisors | Philadelphia | PA | 09/2006 | Present |
| Axa Advisors, Llc | New York | NY | 07/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2016 | Present |
1)Partner/Member - 435 Fairmount Avenue Partners - Philadelphia, PA - 0 HRS 2) DBA Firstrust Financial Resources 3) PFR Investment Partners II, 1818 Market Street, 23rd Floor Philadelphia, Pa, investor/owner, since 11/1/2013, 1 hr/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-08 |
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