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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-03-30
FL RA APPROVED 2007-04-05
  • TX RA
    APPROVED
    Since 2015-03-30
  • FL RA
    APPROVED
    Since 2007-04-05

Branch Locations

9130 S. Dadeland Blvd. Suite 1400, Miami, FL 33156 • United States

Coconut Grove, Fl, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 04/2007 06/2020
Equitable Advisors, Llc New York NY 04/2007 Present
Previous Registrations
  • 2003-03-05 → 2007-04-11
    Signator Investors, Inc.
    Miami, FL
    Coconut Grove, FL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-02-23
S63 Uniform Securities Agent State Law Examination 1998-03-02
  • S65 Uniform Investment Adviser Law Examination
    2002-02-23
  • S63 Uniform Securities Agent State Law Examination
    1998-03-02
Designations
Other Names
  • Adam Weirich

View on SEC IAPD

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