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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2015-04-08 |
Branch Locations
Eagle Mountain, UT • United States
2825 E Cottonwood Parkway Suite 430, Salt Lake City, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors Llc. | New York | NY | 03/2015 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2015 | Present |
1. P2P Coaching and Training LLC, DBA Path 2 Purpose Academy; 231 E Clear Granite Way, Eagle Mountain, UT 84005; Napoleon Hill Institute Certified Coach; Start 3/17/2025; Approximately 20 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-10 |
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