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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 | 2024-07-03 |
Branch Locations
93 Worcester Street, Suite 103, Wellesley, MA 02481 • United States
Lexington, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 11/2011 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2011 | Present |
1) Lexington High School - Operations Softball Team Non-Investment - Lexington, MA - 01/2026 - 2hrs/mth. 2) Precision Private Wealth LLC - One of Five Partner/Member DBA - Wellesley, MA - 10/2025 - 160 hrs/mth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-10 |
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