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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-11-29 |
| NY | RA | APPROVED | 2023-01-09 |
| SD | RA | APPROVED | 2022-05-13 |
| GA | RA | APPROVED | 2019-12-09 |
| WI | RA | APPROVED | 2019-05-07 |
| WA | RA | APPROVED | 2017-11-14 |
| TX | RA | APPROVED_RES | 2017-05-30 |
| WV | RA | APPROVED | 2016-06-03 |
| PA | RA | APPROVED | 2014-01-27 |
| FL | RA | APPROVED | 2013-02-06 |
| OH | RA | APPROVED | 2013-01-29 |
| DE | RA | APPROVED | 2011-08-23 |
| VA | RA | APPROVED | 2010-11-10 |
| DC | RA | APPROVED | 2009-09-01 |
| MD | RA | APPROVED | 2009-02-19 |
| NJ | RA | APPROVED | 2008-05-22 |
Branch Locations
6200 Old Dobbin Lane Suite 100, Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 01/2002 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 01/2002 | Present |
1) MEMBER OF LIMITED LIABILITY COMPANY, 5550 STERRETT PLACE, 5548 APRIL JOURNEY, COLUMBIA, MD 21044, PART OWNER OF A COMMERCIAL REAL ESTATE PROPERTY, NO DAY TO DAY RESPONSIBILITIES OR SOLICITING OR RECRUITING PEOPLE TO INVEST, START DATE 3/20/18, 1 HOUR PER MO; 2) P&C INSURANCE: SALES, ASCEND PLANNING LLC. 3141 FAIRVIEW PARK DR. #250 FALL CHURCH, VA 22042, DUTIES: HAVE A RELATIONSHIP WITH THE FIRM TO PROVIDE INSURANCE SERVICES AND BENEFITS, START DATE: 7/7/25, 2 HRS PER MO; OUTSIDE INSURANCE APPOINTMENT;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-12 |
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