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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 | 2022-06-02 |
| IL | RA | APPROVED | 2006-09-01 |
| IN | RA | APPROVED | 2006-09-01 |
Branch Locations
1515 W. 22Nd Street Suite 400, Oak Brook, IL 60523 • United States
St. John, IN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/2006 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2006 | Present |
RENTAL PROPERTY, JOINT OWNERS, CARYVILLE, TN, WIFE AND I ARE LOOKING TO PURCHASE A VACATION HOME, MAY RENT IT OUT FOR SHORT TERM VACATION RENTALS, START 11.2020, 5 HRS PER MO. PLEASANT VIEW DEVELOPMENTS, LLC, SINGLE FAMILY HOME BUILDING, PARTNER, IDENTIFIES LOCATIONS TO BUILD AND FINANCING, START 08.2004. PLEASANT VIEW PROPERTIES, LLC, PURCHASE RENTAL PROPERTIES, BOTH RESIDENTIAL AND COMMERICIAL, LOCATING AND ARRANGING FINANCING FOR NEW PROPERTY, PARTNER, START 05.2007, 5 HRS PER MO. PLEASANT VIEW PROPERTIES TROY, OHIO, LLC, OWNS A COMMERCIAL MEDICAL OFFICE, ARRANGE FINANCING AND GENERAL OVERSIGHT OF THE LLC, PARTNER, START 11.2007, 5 HRS PER MO. ARMSTRONG FAMILY FARM, BREEDS, RAISES AND SELLS CATTLE, START 05.1990. ARMSTRONG FAMILY FARMS, LLC, MANAGING MEMBER, THE ARMSTRONG FAMILY TRUST IS THE OWNER OF THE LLC, START 11.2017. TOWNE PARK CONDOMINIUM ASSOCIATION, INC. BOARD MEMBER, VOTE ON ANY ISSUES PERTAINING TO THE ASSOCIATION, VOTE ON EXPENDITURES, APPROVE BUDGETS ETC., 1 HR PER MO. R. JASON ARMSTRONG REV TRUST, TRUSTEE OF OWN TRUST, THIS IS A REVOCABLE TRUST, I CAN MAKE ALL DECISIONS REGARDING THE TRUST, START 06.2001, 2 HRS PER MO. ARMSTRONG FAMILY TRUST, TRUSTEE, THERE IS NO RESTRICTIONS ON WHAT THE ARMSTRONG FAMILY TRUST CAN INVEST IN, THE GOAL IS FACILITATE ESTATE PLANNING FOR MY PARENTS, MAKE DECISIONS ON BEHALF OF THE TRUST, SIGN DOCS DEPOSIT AND WITHDRAW MONEY, START 10/2014, 1 HR PER MO. FIRST UNITED METHODIST CHURCH, FINANCE COMMITTEE MEMBER, 1/2024, 2 HOURS PER MONTH, 0 COMPENSATION. LAKE CENTRAL BOYS BASKETBALL CLUB, YOUTH BASKETBALL COACH, START 10/2025, 32 HOURS PER MONTH, 0 COMPENSATION. LAKE CENTRAL POP WARNER BUCCANEERS, YOUTH FOOTBALL ASST COACH, START 7/2026, 30 HRS/MO. OUTSIDE INSURANCE BROKERAGE. DBA, THE BAILEY GROUP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-09 |
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