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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 | 2023-04-03 |
| NY | RA | APPROVED | 2021-05-18 |
Branch Locations
507 Plum Street Suite 200, Syracuse, NY 13204 • 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 | 04/2005 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2005 | Present |
1.Member, Limited Liability Company, Square Tower Property Management 443 Burnet Ave., Property manager-Start date-5/16/2023. 2 hours/month, 2.Member, Limited Liability Company, 1810 Erie Blvd., 3/26/19, 4 hrs./mth, $3,240 Yr. Comp. 3.OUTSIDE INSURANCE BROKERAGE 4.7% Minority owner of a Limited Liability Company, 451 South Main St Holdings 608 Nottingham Rd Syracuse NY 13224. Provide property management and tenant communications. Start date: 02/15/2022. 1 hour/month. 5. Member of a Limited Liability Company (Property manager)-The Peter Family Irrevocable Trust have independent CPA and attorney representation. 523 Charles Ave LLC, Start date 5/16/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-22 |
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