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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-03-30 |
| FL | RA | APPROVED | 2007-04-05 |
Branch Locations
9130 S. Dadeland Blvd. Suite 1400, Miami, FL 33156 • United States
Coconut Grove, Fl, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2007 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2007 | Present |
INSURANCE SALES THROUGH VARIOUS FIXED COMPANIES. - GIFFORD PLACE CONDOMINIUM ASSOCIATION, 3093 GIFFORD LN. COCONUT GROVE, FL 33133, VICE PRESIDENT, 1/1/2007, 1 HR. MO., - P&C INSURANCE AGENCY SALES THROUG PCGIS, PRIVATE CLIENT GROUP INTEGRATED SOLUTIONS, LLC, OWNER/OPERATOR, PRINCIPAL, FROM 7/1/2013. 5HRS/MO. - PRIVATE CLIENT GROUP LLC, MANAGING DIRECTOR AND PARTNER, 09/30/2014, 3093 GIFFORD LANE, COCONUT GROVE, FL. 33133, APPROX 20 HR.MO. - PRIVATE CLIENT SOLUTIONS, LLC, OWNER,SHAREHOLDER, MANAGING MEMBER, 10/25/13, 3093 GIFFORD LANE, COCONUT GROVE, FL. 33133, 0 HR. MO. - POA FOR FAMILY MEMBER (FATHER) - FOUNDATION PEO SOLUTIONS, INC, 220 CONGRESS PARK DRIVE, SUITE #138 DELRAY BEACH, FL 33445, BROKER, 2/16/2023, 0 HR/MO. - DBA: PRIVATE CLIENT GROUP. - CONSULTANT, REVIEW SPREADSHEET TO RECONCILE THE CALCULATIONS FOR A LAW FIRM.- PCG WEALTH MANAGEMENT , LLC, MANAGING MEMBER, EXPENSING PAYING ENTITY FOR THE WEALTH MANAGEMENT BUSINESS. 9/14/2022, 0 HRS/MO. GETTIN SERIOUS LLC, 3093 GIFFORD LANE, COCONUT GROVE FL 33133, SHARE A BOAT WITH ANOTHER FAMILY. BOAT IS HELD IN LLC FOR LIABILITY PURPOSES. 03/01/2024 0HRS/MO. NOT INVESTMENT REALATED. EARC (Equitable Agents Reinsurance Company). 1345 Avenue of the Americas. NY, NY 10104, Board Member (Vice President), Assist the EARC Board, 02/11/2025, 5HRS/MO. :Life Settlement Broker,9130 S Dadeland Blvd Suite 1400 Miami, FL 33156, Agent via Crump/ Equitable Advisors approved settlement company ASHAR, participation in life settlement transaction through Equitable Advisors approved life settlement broker Ashar Group, 05/16/2025, 5HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-02 |
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