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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 | 2025-11-12 |
| PA | RA | APPROVED | 2025-11-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2020 |
| Flagship Financial Llc | Sanatoga | PA | 08/2021 | 03/2023 |
| Unemployed | Kutztown | PA | 11/2020 | 08/2021 |
| Cetera Advisor Networks | El Segundo | CA | 08/2021 | 03/2023 |
| Thrivent Investment Management Inc. | Bellevue | WA | 02/2024 | 03/2024 |
| Unemployed | Kutztown | PA | 03/2023 | 02/2024 |
| Thrivent Financial | Appleton | WI | 03/2024 | 07/2024 |
| Unemployed | Kutztown | PA | 08/2024 | 02/2025 |
| Equitable Advisors Llc | New York | NY | 02/2025 | Present |
1) VOLUNTEER, RUFF LIFE RESCUE PO BOX 12, BREINIGSVILLE, PA 18031, DUTIES: PARTICIPATING IN EVENTS FOR THE ANIMAL RESCUE, START DATE: 9/1/22, 12 HRS PER MO, NOT INVESTMENT RELATED; 2)USING KRISTIN.JONES@EDUCATEDWEALTHSTRATEGIES.COM TO CONDUCT EQUITABLE BUSINESS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-23 |
| S66 | Uniform Combined State Law Examination | 2002-10-28 |
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