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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-15 |
| FL | RA | APPROVED | 2023-02-20 |
| NY | RA | APPROVED | 2022-10-12 |
| PA | RA | APPROVED | 2022-10-12 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc (Formerly Axa Advisors, Llc) | New York | NY | 12/2015 | 09/2022 |
| Burlington Alliance Capital Management, Llc | Brooklyn | NY | 09/2022 | 08/2023 |
| Integrity Advisory Solution, Llc | Burlington | NC | 09/2023 | Present |
1) Rental Property, 167 Main St. Hellertown, PA 18055, Not Investment Related, Owner of Rental Property-residential real estate, Property owner, Start date 9/15/2013, property maintenance, 5-10 hrs per month, 0 hours devoted per month during securities trading hours 2) Fixed Insurance, Investment Related, Fixed insurance product sales, Insurance Agent, 1850 East 21st St Brooklyn NY 11229, insurance licensed since 2008, Start Date 10/13/2022 Superior Performers, Inc., 15 hrs per month devoted, 10 hrs per month devoted during securities trading hours Pinnacle group IMO 3) Burlington Alliance Capital Management LLC, IA, 1850 East 21st St Brooklyn NY, 11229; 35 hours a week; comp advisory Fees. 4) RYSHARD GRZANKA RENTAL PROPERTY POSITION: Owner NATURE: Property management / rental income. Approximately 5 to 10 hours per month. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2013 ADDRESS: 117 Main Street, Hellertown PA 18055, United States DESCRIPTION: Property maintenance. Respond to tenant inquiries. 5) LIFE AND HEALTH INSURANCE AGENT POSITION: licensed life and health insurance agent NATURE: Fixed insurance sales. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 04/21/2008 ADDRESS: 1850 East 21 Street, Brooklyn NY 11229, United States DESCRIPTION: Licensed life and health insurance agent. Note: I have not actively solicited these sales since I left Equitable Advisors in September 2022 (though I may decide to do so in the future).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-02 |
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