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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 | 2026-01-28 |
| CA | RA | APPROVED | 2002-06-13 |
Branch Locations
2050 Main Street Suite 520, Irvine, CA 92614 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 03/2002 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2002 | Present |
1. OUTSIDE FIXED BUSINESS. 2. COLUMBIA UNIVERSITY ALUMNI ASSOCIATION OF SOUTHERN CALIFORNIA, INC. MEMBER OF BOARD OF DIRECTORS, TREASURER. START DATE FEBRUARY 2004, APPROX. 6 HOURS PER MONTH. 3. COLUMBIA UNIVERSITY ALUMNI ASSOCIATES (CAA) - THIS ALSO INCLUDES ITS VARIOUS AFFILATED ORGANIZATIONS, INCLUDING, BUT NOT LIMITED TO: COLUMBIA BUSINESS SCHOOL ALUMNI ASSOCIATION, COLUMBIA ENGINEERING ALUMNI ASSOCIATION, COLUMBIA BUSINESS SCHOOL CLUB OF ORANGE COUNTY. PRESIDENT OF THE COLUMBIA BUSINESS SCHOOL CLUB OF ORANGE COUNTY OC-MBA LIASION. START DATE JANUARY 2010, APPROX. 4 HOURS PER MONTH. 4. SOLE PROPRIETORSHIP, CONSULTANT. SPREADSHEET ANALYSIS OF COMMERCIAL REAL ESTATE, START-UP COMPANIES, AND OTHER TYPES OF BUSINESS IDEAS AND PROPOSAL. 5. Vestry Member of Church, St. Michael's and All Angels Episcopal Church, Located at: 3233 Pacific View Drive Corona Del Mar, CA 92625. Start date: 3/15/26, 6 hours per month, not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-09 |
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