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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2005-09-20 |
Branch Locations
1515 W. 22Nd Street Suite 400, Oak Brook, IL 60523 • United States
Evergreen Park, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 01/2003 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 01/2003 | Present |
DBA, OPTIMAL PLANNING PARTNERS, INC. ASPIRE BENEFITS GROUP, LLC, CONSULTANT, ENGAGE IN EMPLOYEE BENIFITS CONSULTING, PERFORMING DETAILED ANALYSIS FOR AN EMPLOYER OF THEIR EXISTING EMPLOYEE BENEFITS PLANS, 10 HRS PER MO. SUSTAINABLE VENTURES, OWNER, CEO, REAL ESTATE INVESTING, INTEND TO PURCHASE, SALE AND DEVELOP REAL ESTATE, START 02.2018, 10 HRS PER MO, 10,000 COMP PER YEAR. TRUSTEE OF A TRUST FOR AN IMMEDIATE FAMILY MEMBER. OUTSIDE INSURANCE BROKERAGE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-05 |
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