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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 | 2020-12-23 |
| OR | RA | APPROVED | 2002-08-01 |
Branch Locations
1616 Sw Sunset Boulevard Suite G, Portland, OR 97239 • 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 | 03/2001 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2001 | Present |
Illuminate Financial Group LLC DBA, jim@illuminatefg.com, www.illuminatefg.com, managing partner, 06/2016. Foothills Soccer Club, Portland Oregon, Soccer Coach, 1/2019, 40 hours a month, $12,000 annual comp. Vice President, Board of Directors, Foothills Soccer Club P.O. Box 80518 Portland, OR 97280, Help guide soccer club policies around coaches, players, risk management and budget. Assist in organizing events and participate in club events, 4/2/2021, 10 hrs. month, no comp.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-25 |
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