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80 State Street, Albany, NY 12207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-14 |
Branch Locations
Schwenksville, PA • United States
80 State Street, Albany, NY 12207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcg Securities | Wayne | PA | 11/2017 | 01/2019 |
| Axa Equitable | Bala Cynwyd | PA | 01/2019 | 06/2020 |
| Axa Advisors, Llc | New York | NY | 02/2019 | 06/2020 |
| Business Development And Marketing/Self Employed | Schwenksville | PA | 01/2016 | 01/2019 |
| Equitable | Bala Cynwyd | PA | 01/2019 | 03/2022 |
| Equitable Advisors, Llc | New York | NY | 02/2019 | 03/2022 |
| Wpr Llc. | Skippack | PA | 03/2022 | 11/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-14 |
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