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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-01 |
| MD | RA | APPROVED | 2000-02-08 |
Branch Locations
6200 Old Dobbin Lane Suite 100, Columbia, MD 21045 • United States
Lutherville, MD • 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 |
PARTNER AT WEALTHBRIDGE FINANCIAL PARTNERS, 6200 OLD DOBBIN LANE, SUITE 100 COLUMBIA MD 21045, DBA WITH AN ESTABLISHED PRODUCER GROUP, STARTING 03/09/2015, 40 HOURS PER MONTH, NO COMPENSATION, NOT SEEKING INVESTOR/RAISE CAPITAL ON BEHALF OF THE AGENCY, NO BANK ACCOUNT FOR THIS ENTITY. NATIONAL COUNCIL OF JEWISH WOMEN,NCJW 2055 L St, NW, Suite 650, Washington, DC 20036, INVESTMENT COMMITTEE MEMBER and honorary National Vice President, SERVES AS A COMMITTEE MEMBER WITH NO TRADE AUTHORITY, START DATE 3/6/11, 1 HOURS MONTH, NO COMPENSATION. HEBREW BURIAL AND SOCIAL SERVICES SOCIETY, BALTIMORE, MD, BOARD MEMBER, 1 HR MONTH, NO COMPENSATION, GOVERNANCE AND GRANT REVIEW. OUTSIDE INSURANCE BROKERAGE BUSINESS. USING DBA OF DERGALIS ASSOCIATES FOR GROUP BUSINESS FOR REALTORS.SALES ASSOCIATE WITH DEGALIS ASSOCIATES, 210 LAKE DR E, CHERRY HILL, NJ 08002, SALES OF ANCILLARY GORUP AND INDIVIDUAL PRODUCTS, START DATE 4/1/19, 10 HOURS PER MONTH, $300 ANNUAL COMPENSATION.SALES ASSOCIATE WITH REALTY BENEFIT SERVICES, 210 LAKE DR E, CHERRY HILL, NJ 08002, SALES OF TAX ACCOUNT PROGRAM FOR WHICH REALTY BENEFIT SERVICES COLLECTS A FEE, START DATE 4/1/19, 10 HOURS PER MONTH, $200 ANNUAL COMPENSATION.CO-TRUSTEE FOR GREENBLATT INVESTMENT PARTNERSHIP, LLP, 6 OLD LYME ROAD, LUTHERVILLE, MD 21093, WITH SISTER ON THIS FAMILY LIMITED LIABILITY PARTNERSHIP, START DATE 6/2/10, 1 HOUR PER MONTH, NO COMPENSATION, SIGNATOR ON GREENBLATT INVESTMENT PARTNERSHIP LLC CHECKING ACCOUNT.Mount Washington Pediatric Hospital Foundation Board Member, Foundations board of directors, 1708 West Rogers Avenue, Baltimore, MD 21209-4596, Start Date: 7/1/2026, 9 HRS PER MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-22 |
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