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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-24 |
| GA | RA | APPROVED | 2020-05-20 |
| IL | RA | APPROVED | 2001-05-02 |
Branch Locations
135 E. Algonquin Road Suite C, Arlington Heights, IL 60005 • United States
Alpharetta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 01/2001 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 01/2001 | Present |
BDL, LLC, MEMBER, LLC TO PAY OFFICE RENT, OPERATING EXPENSES, PAYROLL AND RELATED EXPENSES, START 01/2005, 0 HRS AND NO COMP. DBA, BLU STAR STRATEGIC ADVISORS. TEMPLE EMANU-EL, VOLUNTEER, 8/2023, 16 HOURS PER MONTH, 0 COMPENSATION. BLUE TREK LLC, ADVISOR AND SPOUSE PURCHASED RENTAL PROPERTY, 9/2023, 4 HOURS PER MONTH, 0 COMPENSATION. ALL SUNLIGHT LLC, ADVISOR AND SPOUSE PURCHASED RENTAL PROPERTY, 9/2023, 4 HOURS PER MONTH, 0 COMPENSATION. TJ COSMO LLC, ADVISOR AND SPOUSE PURCHASED RENTAL PROPERTY, 9/2023, 4 HOURS PER MONTH, 0 COMPENSATION. CO-TRUSTEE OF REVOCABLE TRUST AND POA FOR WIFE, 11/2023. EXECUTOR AND POA FOR FATHER, 11/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-24 |
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