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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2005-08-18 |
Branch Locations
9130 S. Dadeland Blvd. Suite 1400, Miami, FL 33156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 08/2005 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2005 | Present |
INSURANCE SALES THROUGH VARIOUS FIXED COMPANIES. Coral Gables Estate Planning Council, Coralgablesepc.org, Board of Director, Vice President/President Elect for New Council Year Beginning 05/01/2026. Assist in the planning and attendance of networking and educational events,THE VICE-PRESIDENT / PRESIDENT ELECT SUPPORTS THE PRESIDENT IN PROVIDING LEADERSHIP AND OVERSIGHT OF THE COUNCIL. THE ROLE INCLUDES STEPPING IN WHEN THE PRESIDENT IS UNAVAILABLE AND SERVING AS LIASON TO OFFICERS AND CHAIRS OF THE COUNCIL. 03/31/2026, 2HRS/MO. Coral Gables Chamber member, 201 Alhambra Circle, Suite 100, Coral Gables, FL 33134 and various event locations. Trustee Diplomat, focus on networking at Trustee membership level events. 10/01/2025, 4hrs/mo. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-07 |
| S65 | Uniform Investment Adviser Law Examination | 1999-07-28 |
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