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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-11 |
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 |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Tyler | TX | 05/2014 | 04/2017 |
| Lion Street Financial | Tyler | TX | 04/2017 | 07/2024 |
| Lion Street Advisors | Tyler | TX | 04/2017 | 07/2024 |
| Equitable Advisors, Llc | New York | NY | 07/2024 | Present |
1. FINANCIAL POA FOR GRANDMOTHER. 2. STACY HAYES FINANCIAL SERVICES LLC; 2094 THREE LAKES PARKWAY, TYLER, TX 75701; OWNER; START 7/12/2024; APPROX 10 HOURS PER MONTH. 3. VARIOUS OUTSIDE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-28 |
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