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125 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-11-24 |
| NY | RA | APPROVED | 2025-11-24 |
| TX | RA | APPROVED_RES | 2025-11-23 |
Branch Locations
125 Park Avenue, New York, NY 10017 • United States
Westport, CT • 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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 03/2001 | 11/2025 |
| Lifecapital Partners Llc | New York | NY | 11/2025 | Present |
1) Licensed insurance agent; Not investment-related; New York, NY, 10104; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours: Licensed insurance agent 2) Penta Holdings; Not investment-related; La Loma Tlalnepantla, Mexico 54060; Petrochemical distribution and real estate properties; Board Member; 01/2005; 3 hours per month; 0 during trading hours; Ownership interest 3) Rental Property; Not investment-related; Park City, UT. 84060; Personal use and rental property; Co-owner; 09/2010; 2 hours per month; 0 during trading hours; Rental management 4) Solquim Tools; Not investment-related; La Loma Tlalnepantla, Mexico. 54060; Distribution of Power Tools, Hand Tools, Garden Tools: Co-owner; 01/2022; 0 hours per month; 0 during trading hours; ownership interest
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-09 |
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