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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2012-12-14 |
| TX | RA | APPROVED | 1997-04-03 |
Branch Locations
4343 Shallowford Road Suite 220, Marietta, GA 30062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/1999 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
PST Advisors, LLC. One Belmont Avenue, Suite 1000, Bala Cynwyd, PA 19004 - Investment Policy Committee Member, sit on and participate in investment committee meetings quarterly. This is an EQA approved RIA for the purposes of being a strategist on the LPL MWP platform, 08/01/2022, 4HRS/MO. -SMH PROPERTY MANAGEMENT LLC, 4600 CHARTLEY WAY, NE ROSWELL, GA 30075, RENTAL PROPERTIS, OWNER OF REAL ESTATE. RENT PROPERTIES, 03/05/2025, 2 HRS/MO. POA for wife if she becomes incapacitated. -DBA Paradigm Wealth Management, LLC, 4343 Shallowford Rd, Suite 220, Marietta, GA 30062, Owner, 11/01/2023, 1HR/MO. OUTSIDE INSURANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-02 |
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